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Bridgelight Financial Advisors, Inc

● SEC registered since 2025CRD 139518SEC# 801-134346Shelton, CT
Export (members)
Reg. AUM
$139M
Employees
3
Accounts
680
Location
Shelton, CT

Bridgelight Financial Advisors, Inc assets under management

Bridgelight Financial Advisors, Inc operates as an SEC-registered investment adviser based in Shelton, CT. The firm has been registered since 2025. It reports $139 million in regulatory assets under management and employs 3 people.
www.bridgelightadvisors.comView on SEC.gov ↗

Bridgelight Financial Advisors, Inc owners & executives

1 reported
NameTitleOwnershipSince
William Thomas Leavitt ControlPresident, CcoOver 75%2005

Frequently asked questions

How much does Bridgelight Financial Advisors, Inc manage?

Bridgelight Financial Advisors, Inc reports $139 million in regulatory assets under management on its Form ADV.

How many employees does Bridgelight Financial Advisors, Inc have?

Bridgelight Financial Advisors, Inc reports 3 employees.

Where is Bridgelight Financial Advisors, Inc located?

Bridgelight Financial Advisors, Inc is based in Shelton, CT and has been SEC-registered since 2025.

Does Bridgelight Financial Advisors, Inc disclose fund performance?

Bridgelight Financial Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 Enterprise Drive, Suite 405, Shelton, CT 06484
Phone203-795-7080
Fax203-795-7082
Office hours8:30-5
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$137.1M
Non-discretionary$2M
Total (RAUM)$139M