Bright Futures Wealth Management, LLC

Bright Futures Wealth Management, LLC (CRD# 284920) is a financial advisory firm headquartered in Webster, NY. They manage $388,387,230 in 1,842 accounts and serve the financial needs of clients across 24 states (or territories).

Current Firm Details
1630 Empire Blvd., Suite 100, Webster, NY 14580
https://www.linkedin.com/company/bright-futures-wealth-management-llc/
By the Numbers
  • Total Assets Under Management
    388
    MILLION
  • Total Number of Accounts
    1,842
    ACCOUNTS
  • Average Account Value
    $210,851
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OR, PA, SC, TX, VA, VT, WI

Financial Advisors at Bright Futures Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert Hayes, financial advisor Webster NY
Robert C. Hayes
CRD#: 5699084
1630 Empire Blvd., Suite 100, Webster, NY 14580

Robert Hayes (CRD# 5699084) is an Investment Advisor Representative working at Bright Futures Wealth Management, LLC in Webster, NY and has over 14 years of experience in the finance industry.

2
Craig Lefeber, financial advisor Glen Allen VA
Craig D. Lefeber
CRD#: 2539782
10015 West Broad Street, Glen Allen, VA 23060

Craig Lefeber (CRD# 2539782) is an Investment Advisor Representative working at Bright Futures Wealth Management, LLC in Glen Allen, VA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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