# Brighton Wealth Management, Inc.

> Brighton Wealth Management, Inc. is an SEC-registered investment advisory firm in Cottonwood Heights, UT, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.

- CRD: 148457
- Filed as: BRIGHTON WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cottonwood Heights, UT
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148457
- AdvisorCensus page: https://advisorcensus.com/firm/brighton-wealth-management-inc-cottonwood-heights-ut-148457

## Quick answers

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

**Where is Brighton Wealth Management, Inc. located?**
Brighton Wealth Management, Inc.'s principal office is in Cottonwood Heights, UT, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Brighton Wealth Management, Inc. registered with the SEC or a state?**
Brighton Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 148457.

**How much does Brighton Wealth Management, Inc. manage?**
Brighton Wealth Management, Inc. reports $131,876,184 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (99% discretionary).

**What types of clients does Brighton Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (335); individuals (other than high net worth individuals) (111); corporations or other businesses not listed above (3).

**Which custodians does Brighton Wealth Management, Inc. use?**
Brighton Wealth Management, Inc.'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 Brighton Wealth Management, Inc. 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/148457

**Does Brighton Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated June 5, 2026 says: "Brighton Wealth requires a minimum of $500,000 to open and maintain an advisory account. In our sole discretion, we may waive this requirement."

**What changed in Brighton Wealth Management, Inc.'s recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 5, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Brighton Wealth requires a minimum of $500,000 to open and maintain an advisory account. In our sole discretion, we may waive this requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $131,876,184
- Discretionary: $130,289,037
- Non-discretionary: $1,587,147

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 111 | $38,419,424 |
| High net worth individuals | 335 | $88,773,680 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $3,981,903 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $701,177 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NE, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Cedar Fort, UT

### Websites listed on Form ADV (Item 1.I)
- [brightonwealth.com](https://brightonwealth.com)
- Facebook @BRIGHTONWEALTHMANAGEMENT

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brighton Wealth Management, Inc. (CRD 148457): Form ADV filing data as of October 2026.