BRIGHTSIDE WEALTH PLANNING, LLC

BRIGHTSIDE WEALTH PLANNING, LLC of CENTER VALLEY, PA is an SEC-registered investment adviser (CRD 327899). Regulatory assets under management: $84.0M.

Registration

• CRD: 327899
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327899 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search