| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Andrew Berman | Member | 10-25% | 2017 |
| Collin Robert Fingon | Member | 5-10% | 2017 |
| Craig Donald Lefeber | Member/Cco | 5-10% | 2017 |
Bright Futures Wealth Management, LLC reports $254.4 million in regulatory assets under management on its Form ADV.
Bright Futures Wealth Management, LLC reports 17 employees.
Bright Futures Wealth Management, LLC is based in Webster, NY and has been SEC-registered since 2017.
Bright Futures Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1630 Empire Blvd., Suite 100, Webster, NY 14580 |
| Phone | (585) 231-1595 |
| Fax | (585)231-1589 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $253.5M |
| Non-discretionary | $908K |
| Total (RAUM) | $254.4M |