# Brightside Wealth Planning, LLC

> Brightside Wealth Planning, LLC is a state-registered investment advisory firm in Center Valley, PA, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 327899
- Filed as: BRIGHTSIDE WEALTH PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Center Valley, PA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327899
- AdvisorCensus page: https://advisorcensus.com/firm/brightside-wealth-planning-llc-center-valley-pa-327899

## Quick answers

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

**Where is Brightside Wealth Planning, LLC located?**
Brightside Wealth Planning, LLC's principal office is in Center Valley, PA, according to its Form ADV.

**Is Brightside Wealth Planning, LLC registered with the SEC or a state?**
Brightside Wealth Planning, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 327899.

**How much does Brightside Wealth Planning, LLC manage?**
Brightside Wealth Planning, LLC reports $83,986,433 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Brightside Wealth Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (153); high net worth individuals (35).

**Does Brightside 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327899

## 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: $83,986,433
- Discretionary: $83,986,433
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 153 | $35,122,349 |
| High net worth individuals | 35 | $48,781,285 |
| Corporations or other businesses not listed above | Fewer than 5 | $82,799 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brightsidewealthplanning.com
- LinkedIn @nicoleschenkwasiakowski
- YouTube @BrightsideWealthPlanningLLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brightside Wealth Planning, LLC (CRD 327899): Form ADV filing data as of October 2026.