PPrivate Fund Data Log in Join · $37/mo

Brightpath Wealth Planning, LLC

● SEC registered since 2021CRD 160563SEC# 801-122732Camarillo, CA
Export (members)
Reg. AUM
$186.7M
Employees
4
Accounts
461
Location
Camarillo, CA

Brightpath Wealth Planning, LLC assets under management

Brightpath Wealth Planning, LLC is a registered investment adviser overseen by the SEC based in Camarillo, CA. The firm has been registered since 2021. It reports $186.7 million in regulatory assets under management and employs 4 people.
www.facebook.com/brightpathwealthView on SEC.gov ↗

Brightpath Wealth Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Peter Paul Kozak ControlManaging Member, Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Brightpath Wealth Planning, LLC manage?

Brightpath Wealth Planning, LLC reports $186.7 million in regulatory assets under management on its Form ADV.

How many employees does Brightpath Wealth Planning, LLC have?

Brightpath Wealth Planning, LLC reports 4 employees.

Where is Brightpath Wealth Planning, LLC located?

Brightpath Wealth Planning, LLC is based in Camarillo, CA and has been SEC-registered since 2021.

Does Brightpath Wealth Planning, LLC disclose fund performance?

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

Contact & registration

Address5999 Ridge View Street, Suite B, Camarillo, CA 93012
Phone805-764-0335
Fax805-272-9737
Office hoursBy Appointment
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$180.6M
Non-discretionary$6.1M
Total (RAUM)$186.7M