BRIGHTTREE WEALTH MANAGEMENT, LLC

BRIGHTTREE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 304721). Regulatory assets under management: $179.0M.

Registration

• CRD: 304721
• SEC file number: 801-132470
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304721 on SEC IAPD (source of record)
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