# Bright Road Wealth Management, LLC

> Bright Road Wealth Management, LLC is an SEC-registered investment advisory firm in Anchorage, AK, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 164408
- Filed as: BRIGHT ROAD WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Anchorage, AK
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164408
- AdvisorCensus page: https://advisorcensus.com/firm/bright-road-wealth-management-llc-anchorage-ak-164408

## Quick answers

**How is Bright Road Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bright Road Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Bright Road Wealth Management, LLC located?**
Bright Road Wealth Management, LLC's principal office is in Anchorage, AK, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Bright Road Wealth Management, LLC registered with the SEC or a state?**
Bright Road Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 164408.

**How much does Bright Road Wealth Management, LLC manage?**
Bright Road Wealth Management, LLC reports $443,261,739 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (97% discretionary).

**How have Bright Road Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Bright Road Wealth Management, LLC: Regulatory assets under management: $148,851,174 in the October 2021 data and $443,261,739 in the October 2026 data, up 198%. Total employees: 3 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bright Road Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (510); high net worth individuals (104); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does Bright Road Wealth Management, LLC use?**
Bright Road Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bright Road Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164408

**What changed in Bright Road Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $349,477,061 to $443,261,739 (+27%). Registered or notice-filed in NE.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $443,261,739
- Discretionary: $431,681,868
- Non-discretionary: $11,579,871

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 510 | $161,882,873 |
| High net worth individuals | 104 | $256,081,146 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $11,579,871 |
| Charitable organizations | Fewer than 5 | $13,717,849 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 13 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, DC, NE, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Austin, TX
- Corpus Christi, TX
- Denver, CO
- Grand Junction, CO

### Websites listed on Form ADV (Item 1.I)
- brightroadwealth.com
- Facebook @BRIGHTROADWEALTH
- Instagram @brightroadwealthmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $148,851,174 | 3 | September 22, 2021 |
| October 2022 | $186,530,972 | 8 | August 26, 2022 |
| October 2023 | $209,168,851 | 10 | August 10, 2023 |
| October 2024 | $284,102,559 | 10 | March 25, 2024 |
| October 2025 | $349,477,061 | 12 | July 16, 2025 |
| October 2026 | $443,261,739 | 13 | March 5, 2026 |

Regulatory assets under management: $148,851,174 in the October 2021 data and $443,261,739 in the October 2026 data, up 198%.
Total employees: 3 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $349,477,061 to $443,261,739 (+27%).
- Registered or notice-filed in NE.

### January 2026
- Added an office in Austin, TX.

### December 2025
- Employees performing advisory functions went from 9 to 10.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bright Road Wealth Management, LLC (CRD 164408): Form ADV filing data as of October 2026.