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
1445 Victor Ave, Suite D, Redding, CA 96003
https://pinebrookfinancial.com/
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    488
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Bright Lake Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mac Thatcher, financial advisor Redding CA
Mac J. Thatcher
CRD#: 7792070
1445 Victor Ave, Suite D, Redding, CA 96003

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, financial advisor Redding CA
Theodore J. Thatcher
CRD#: 7193260
1445 Victor Ave, Suite D, Redding, CA 96003

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.

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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