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Brighttree Wealth Management, LLC

● SEC registered since 2025CRD 304721SEC# 801-132470
Export (members)
Reg. AUM
$108M
Employees
2
Accounts
500
Location
—

Brighttree Wealth Management, LLC assets under management

Brighttree Wealth Management, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $108 million in regulatory assets under management and employs 2 people.
brightfg.comView on SEC.gov ↗

Brighttree Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Harold Aldonzo Green ControlManaging Member/Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Brighttree Wealth Management, LLC manage?

Brighttree Wealth Management, LLC reports $108 million in regulatory assets under management on its Form ADV.

How many employees does Brighttree Wealth Management, LLC have?

Brighttree Wealth Management, LLC reports 2 employees.

Does Brighttree Wealth Management, LLC disclose fund performance?

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

Contact & registration

Phone808-521-4401
Office hours9a.m. - 3p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$108M
Non-discretionary$0
Total (RAUM)$108M