Bright Lake Wealth Management, LLC
Bright Lake Wealth Management, LLC (CRD# 323513) is a financial advisory firm headquartered in Redding, CA. They manage $57,580,449 in 488 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Bright Lake Wealth Management, LLC
By the Numbers
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Total Assets Under Management58MILLION
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Total Number of Accounts488ACCOUNTS
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Average Account Value$117,993
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR
Financial Advisors at Bright Lake Wealth Management, LLC
1
Mac Thatcher (CRD# 7792070) is an Investment Advisor Representative working at Bright Lake Wealth Management, LLC in Redding, CA and has 1 year of experience in the finance industry.
2
Theodore Thatcher (CRD# 7193260) is an Investment Advisor Representative working at Bright Lake Wealth Management, LLC in Redding, CA and has over 4 years of experience in the finance industry.
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