# BRIGHT LAKE WEALTH MANAGEMENT, LLC

BRIGHT LAKE WEALTH MANAGEMENT, LLC of ROSEVILLE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 323513
- Type: SEC-registered investment adviser
- SEC file number: 801-135764
- Location: 2220 DOUGLAS BLVD, SUITE 150, ROSEVILLE, CA, 95661
- Phone: 916-749-1881
- Latest filing: 2026-04-29
- Regulatory AUM: $103.6M
- Discretionary AUM: $103.0M
- Non-discretionary AUM: $693K
- Clients: 17
- Accounts: 919

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Michael Giggey | CHIEF COMPLIANCE OFFICER | — |
| Theodore John Thatcher | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323513/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323513/similar
- Related entities: https://search.stillhousedata.com/firm/323513/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323513

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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.