# BRIGHTTREE WEALTH MANAGEMENT, LLC

BRIGHTTREE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 304721
- Type: SEC-registered investment adviser
- SEC file number: 801-132470
- Phone: 808-521-4401
- Latest filing: 2026-06-29
- Regulatory AUM: $179.0M
- Discretionary AUM: $179.0M
- Clients: 3
- Accounts: 191

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Harold Aldonzo Green | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304721/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304721/similar
- Related entities: https://search.stillhousedata.com/firm/304721/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304721

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.