BRIGHT LAKE WEALTH MANAGEMENT, LLC of ROSEVILLE, CA is an SEC-registered investment adviser (CRD 323513). Regulatory assets under management: $103.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Matthew Michael Giggey | CHIEF COMPLIANCE OFFICER | — |
| Theodore John Thatcher | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| REDDING | CA | 6 | 530-395-0202 |
| MEDFORD | OR | 4 | 530.395.0202 |