BRIGHTWAY WEALTH PLANNING

BRIGHTWAY WEALTH PLANNING is an SEC-registered investment adviser (CRD 307536). Regulatory assets under management: $3.4M.

Registration

• CRD: 307536
• Type: Registered investment adviser
• Phone: 858-722-5723
• Latest filing: 2026-03-31
• Regulatory AUM: $3.4M
• Non-discretionary AUM: $3.4M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307536 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search