BRIGHT VISION WEALTH

BRIGHT VISION WEALTH of THE WOODLANDS, TX is an SEC-registered investment adviser (CRD 301522). Regulatory assets under management: $26.7M.

Registration

• CRD: 301522
• Type: Registered investment adviser
• Location: 25211 GROGAN'S MILL RD, THE WOODLANDS, TX, 77380
• Phone: 281-798-7551
• Latest filing: 2026-03-26
• Regulatory AUM: $26.7M
• Non-discretionary AUM: $26.7M
• Clients: 2
• Accounts: 25

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301522 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search