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Bright Road Wealth Management, LLC

● SEC registered since 2020CRD 164408SEC# 801-117890Anchorage, AK
Export (members)
Reg. AUM
$349.5M
Employees
12
Accounts
1,919
Location
Anchorage, AK

Bright Road Wealth Management, LLC assets under management

Bright Road Wealth Management, LLC is an SEC-registered investment adviser based in Anchorage, AK. The firm has been registered since 2020. It reports $349.5 million in regulatory assets under management and employs 12 people.

Bright Road Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Brian Kent Pinkston ControlManaging Member50-75%2012
Jayson Dee OwensMinority Owner25-50%2022
Joel Daniel HergenreterChief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does Bright Road Wealth Management, LLC manage?

Bright Road Wealth Management, LLC reports $349.5 million in regulatory assets under management on its Form ADV.

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

Bright Road Wealth Management, LLC reports 12 employees.

Where is Bright Road Wealth Management, LLC located?

Bright Road Wealth Management, LLC is based in Anchorage, AK and has been SEC-registered since 2020.

Does Bright Road Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address405 W. 36th Avenue, Suite 212, Anchorage, AK 99503
Phone(907) 339-1555
Fax(888) 472-5078
Office hours9:00a.m. -5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$334.2M
Non-discretionary$15.3M
Total (RAUM)$349.5M