# Brightpath Wealth Planning, LLC

> Brightpath Wealth Planning, LLC is an SEC-registered investment advisory firm in Camarillo, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 160563
- Filed as: BRIGHTPATH WEALTH PLANNING, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Camarillo, CA
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160563
- AdvisorCensus page: https://advisorcensus.com/firm/brightpath-wealth-planning-llc-camarillo-ca-160563

## Quick answers

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

**Where is Brightpath Wealth Planning, LLC located?**
Brightpath Wealth Planning, LLC's principal office is in Camarillo, CA, according to its Form ADV.

**Is Brightpath Wealth Planning, LLC registered with the SEC or a state?**
Brightpath Wealth Planning, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 160563.

**How much does Brightpath Wealth Planning, LLC manage?**
Brightpath Wealth Planning, LLC reports $205,769,926 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**How have Brightpath Wealth Planning, LLC's assets and staff changed since 2022?**
In the Form ADV data for Brightpath Wealth Planning, LLC: Regulatory assets under management: $141,435,545 in the October 2022 data and $205,769,926 in the October 2026 data, up 45%. Total employees: 3 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Brightpath Wealth Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (64); high net worth individuals (63); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does Brightpath Wealth Planning, LLC use?**
Brightpath Wealth Planning, 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 Brightpath Wealth Planning, 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/160563

**Does Brightpath Wealth Planning, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 17, 2026 says: "BPWP generally requires a minimum relationship size of $750,000 to effectively implement its investment process."

**What changed in Brightpath Wealth Planning, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $186,674,588 to $205,769,926 (+10%).

## 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 August 17, 2026)

- Account minimum: $750,000

> BPWP generally requires a minimum relationship size of $750,000 to effectively implement its investment process.

- Minimum annual fee: $10,000

> A minimum annual fee of $10,000 is generally required.

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: $205,769,926
- Discretionary: $205,769,926
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 64 | $28,203,330 |
| High net worth individuals | 63 | $173,174,838 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $1,020,977 |
| Charitable organizations | Fewer than 5 | $3,289,621 |
| Corporations or other businesses not listed above | Fewer than 5 | $81,160 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brightpathwealth.com
- Facebook @BRIGHTPATHWEALTH
- LinkedIn @BRIGHTPATH-WEALTH-PLANNING-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $141,435,545 | 3 | April 4, 2022 |
| October 2023 | $129,553,950 | 4 | March 28, 2023 |
| October 2024 | $164,464,107 | 4 | September 10, 2024 |
| October 2025 | $186,674,588 | 4 | March 13, 2025 |
| October 2026 | $205,769,926 | 5 | August 17, 2026 |

Regulatory assets under management: $141,435,545 in the October 2022 data and $205,769,926 in the October 2026 data, up 45%.
Total employees: 3 in October 2022 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $186,674,588 to $205,769,926 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brightpath Wealth Planning, LLC (CRD 160563): Form ADV filing data as of October 2026.