Christopher
Caporaletti
Bright Wealth Management, LLC
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About this Advisor
Christopher Caporaletti is a financial advisor based in The Colony, Texas, working with Bright Wealth Management, LLC. Christopher has previously held positions at Cashen Investment Advisors, Inwood Asset Management, Inc, Everis Capital Management, LLC, Axa Advisors, LLC, Military Sales & Services, Raleigh Investment Group/Triple R Ranch, Tolleson Investment Advisors, Equitable Advisors, LLC, and Bright Wealth Management, LLC. Christopher has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Christopher is part of Bright Wealth Management, LLC, which operates out of The Colony, Texas. The firm has 6 employees and manages assets totaling $160.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Bright Wealth Management, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
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Bright Wealth Management, LLC Brokerage Details
$160,000,000
6
343
$466,472
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Christopher Caporaletti Work History
Bright Wealth Management, LLC
Axa Advisors, LLC
Equitable Advisors, LLC
Military Sales & Services
Raleigh Investment Group/Triple R Ranch
Tolleson Investment Advisors
Everis Capital Management, LLC
Inwood Asset Management, Inc
Cashen Investment Advisors
Disclosures
Please visit the SEC profile of Christopher Caporaletti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bright Wealth Management, LLC
The Colony, TX
The Colony, TX
The Colony, TX
The Colony, TX
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