Bright Road Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Bright Road Wealth Management, LLC
Overview
Bright Road Wealth Management, LLC is a financial advisor firm headquartered in Anchorage, Alaska. Bright Road Wealth Management, LLC has $209.2 million in total assets over 1,156 accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). It has a small team, including 7 financial advisors. Bright Road Wealth Management, LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable financial investments such as bonds, equities and options.
Bright Road Wealth Management, LLC administers more than half of the company's client assets in a discretionary manner. Discretionary management means that buy and sell judgments for the client's account are made by a portfolio manager without requiring the customer's authorization. The firm also administers 19 non-discretionary accounts with a total of $9.8 million in assets. The company manages an average of $180,942 for each customer account. The average financial advisor at Bright Road Wealth Management, LLC manages about 165 client accounts.
The firm's main office is at 405 W. 36Th Avenue, Anchorage, Alaska 99503. The company is legally allowed to provide services to investors across a number of states, including Alaska, Arizona, California, Colorado, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bright Road Wealth Management, LLC by the Numbers

$209.2 million

9

1,156

$180.9 thousand
Products and Services
Bright Road Wealth Management, LLC offers multiple financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. In the last financial year, the company provided financial planning services to 1-10 of its customers. It is not involved in selling products or offering services aside from investment advice to its investment advisory accounts.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors are based on the type of services provided. However, fee types billed by the company most likely consist of some combination of the following fee types: asset-based or hourly. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
Unavailable
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to retail investors, high net worth investors, pension plans and charitable organizations. Out of its 1,156 accounts, Bright Road Wealth Management, LLC's largest client by number of accounts is retail investors, although it also manages money for 69 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 15%
- Other Individuals - 76.96%
- Corporations - 4.13%
- Charitable Organizations - 3.91%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Bright Road Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Bright Road Wealth Management, LLC
Denver, CO
Anchorage, AK
Anchorage, AK
Anchorage, AK
Puyallup, WA
Anchorage, AK
Corpus Christi, TX
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.