BRIGHT LEGACY LLC

BRIGHT LEGACY LLC of CHINO HILLS, CA is an SEC-registered investment adviser (CRD 318338). Regulatory assets under management: $9.6M.

Registration

• CRD: 318338
• Type: Registered investment adviser
• Location: 15335 FAIRFIELD RANCH ROAD, CHINO HILLS, CA, 91709
• Phone: (213) 376-2255
• Latest filing: 2026-04-22
• Regulatory AUM: $9.6M
• Discretionary AUM: $9.6M
• Clients: 2
• Accounts: 146

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318338 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search