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Bright Lake Wealth Management, LLC

● SEC registered since 2026CRD 323513SEC# 801-135764Roseville, CA
Export (members)
Reg. AUM
$103.6M
Employees
17
Accounts
919
Location
Roseville, CA

Bright Lake Wealth Management, LLC assets under management

Bright Lake Wealth Management, LLC is an investment advisory firm registered with the SEC based in Roseville, CA. The firm has been registered since 2026. It reports $103.6 million in regulatory assets under management and employs 17 people.
brightlakewealth.comView on SEC.gov ↗

Bright Lake Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Matthew Michael GiggeyChief Compliance OfficerUnder 5%2026
Theodore John Thatcher ControlChief Executive OfficerOver 75%2022

Frequently asked questions

How much does Bright Lake Wealth Management, LLC manage?

Bright Lake Wealth Management, LLC reports $103.6 million in regulatory assets under management on its Form ADV.

How many employees does Bright Lake Wealth Management, LLC have?

Bright Lake Wealth Management, LLC reports 17 employees.

Where is Bright Lake Wealth Management, LLC located?

Bright Lake Wealth Management, LLC is based in Roseville, CA and has been SEC-registered since 2026.

Does Bright Lake Wealth Management, LLC disclose fund performance?

Bright Lake Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2220 Douglas Blvd, Suite 150, Roseville, CA 95661
Phone(530) 395-0202
Office hours8a.m. - 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$103M
Non-discretionary$693K
Total (RAUM)$103.6M