# Bright Vision Wealth

> Bright Vision Wealth is a state-registered investment advisory firm in The Woodlands, TX, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 301522
- Filed as: BRIGHT VISION WEALTH
- Legal name: Bond Wealth Planning & Investments, PLLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: The Woodlands, TX
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/301522
- AdvisorCensus page: https://advisorcensus.com/firm/bright-vision-wealth-the-woodlands-tx-301522

## Quick answers

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

**Where is Bright Vision Wealth located?**
Bright Vision Wealth's principal office is in The Woodlands, TX, according to its Form ADV.

**Is Bright Vision Wealth registered with the SEC or a state?**
Bright Vision Wealth is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 301522.

**How much does Bright Vision Wealth manage?**
Bright Vision Wealth reports $26,736,972 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (0% discretionary).

**What types of clients does Bright Vision Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (5).

**Does Bright Vision Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/301522

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $26,736,972
- Discretionary: $0
- Non-discretionary: $26,736,972

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $8,287,986 |
| High net worth individuals | 5 | $18,448,986 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bvwealth.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bright Vision Wealth (CRD 301522): Form ADV filing data as of October 2026.