Bright Road Wealth Management, LLC

Bright Road Wealth Management, LLC (CRD# 164408) is a financial advisory firm headquartered in , . They manage $35,250,800 in 224 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $157,370
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, TX, WA

Financial Advisors at Bright Road Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brian K. Pinkston
CRD#: 2916032
Anchorage, AK
96
Wealthminder
score

Brian Pinkston (CRD# 2916032) is an Investment Advisor Representative working at Bright Road Wealth Management, LLC in Anchorage, AK and has over 19 years of experience in the finance industry. Brian Pinkston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jayson D. Owens
CRD#: 6618470
1201 Pacific Avenue, 6th Floor, Tacoma, WA 98402
94
Wealthminder
score
Jayson Owens (CRD# 6618470) is an Investment Advisor Representative working at Bright Road Wealth Management, LLC in Tacoma, WA and has 1 year of experience in the finance industry.
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