Paul
Thibodeaux

Bright Wealth Management, LLC

CRD#4142971
Investment Advisor
in The Colony, TX

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About this Advisor

Paul Thibodeaux is a financial advisor based in The Colony, Texas, working with Bright Wealth Management, LLC. Paul has previously held positions at Bbt Bank, Bbva Securities Inc, Compass Bank, Bbt Investment Services Inc, Bright Equities, LLC, Bright Wealth Management, LLC, Bbva Compass Insurance Agency, Inc, and Bbva Wealth Solutions Inc. Paul has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Paul 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

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

4400 State Highway 121 Suite 400
The Colony, TX 75056

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Bright Wealth Management, LLC Brokerage Details

Total Assets Under Management

$160,000,000

TX Average: $3,042,739,679
Total Number of Employees

6

TX Average: 49
Total Number of Accounts

343

TX Average: 2,315
Average Account Size

$466,472

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Paul Thibodeaux Work History

2018 - Present (6 years)

Bright Wealth Management, LLC

2017 - Present (7 years)

Bright Equities, LLC

2015 - 2017 (2 years)

Bbva Securities Inc

2015 - 2017 (2 years)

Compass Bank

2015 - 2017 (2 years)

Bbva Compass Insurance Agency, Inc

2015 - 2017 (2 years)

Bbva Wealth Solutions Inc

2009 - 2015 (6 years)

Bbt Bank

2009 - 2015 (6 years)

Bbt Investment Services Inc

Disclosures

Please visit the SEC profile of Paul Thibodeaux 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

Arthur Crowley
The Colony, TX
Mark Lagrone
The Colony, TX
Christopher Caporaletti
The Colony, TX
Paul Thibodeaux
The Colony, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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