# BRIGHTSIDE WEALTH PLANNING, LLC

BRIGHTSIDE WEALTH PLANNING, LLC of CENTER VALLEY, PA is an SEC-registered investment adviser.

## Registration

- CRD: 327899
- Type: SEC-registered investment adviser
- Location: 3477 CORPORATE PARKWAY, CENTER VALLEY, PA, 18034
- Phone: 484-224-3478
- Latest filing: 2026-03-25
- Regulatory AUM: $84.0M
- Discretionary AUM: $84.0M
- Clients: 2
- Accounts: 324

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327899/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327899/similar
- Related entities: https://search.stillhousedata.com/firm/327899/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327899

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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.