Bright Road Wealth Management, LLC

Bright Road Wealth Management, LLC (CRD# 164408) is a financial advisory firm headquartered in Anchorage, AK. They manage $209,168,851 in 1,156 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    1,156
    ACCOUNTS
  • Average Account Value
    $180,942
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, DC, TX, WA

Financial Advisors at Bright Road Wealth Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Jayson Owens, CFP®
CRD#: 6618470
405 W. 36th Avenue, Suite 212, Anchorage, AK 99503

Jayson Owens (CRD# 6618470) is an Investment Advisor Representative working at Bright Road Wealth Management, LLC in Anchorage, AK and Tacoma, WA and has 5 years of experience in the finance industry.

2
Matthew W. Anderson
CRD#: 2894797
405 W. 36th Avenue, Suite 212, Anchorage, AK 99503

Matthew Anderson (CRD# 2894797) is an Investment Advisor Representative working at Bright Road Wealth Management, LLC in Anchorage, AK and has over 26 years of experience in the finance industry.

3
Jennifer L. Gastrock
CRD#: 6748562
405 W. 36th Avenue, Suite 212, Anchorage, AK 99503

Jennifer Gastrock (CRD# 6748562) is an Investment Advisor Representative working at Bright Road Wealth Management, LLC in Anchorage, AK and has over 6 years of experience in the finance industry.

4
Brian K. Pinkston
CRD#: 2916032
405 W. 36th Avenue, Suite 212, Anchorage, AK 99503

Brian Pinkston (CRD# 2916032) is an Investment Advisor Representative working at Bright Road Wealth Management, LLC in Anchorage, AK and has over 26 years of experience in the finance industry.

5
James T. Barnum
CRD#: 7515625
445 North Broadway, Denver, CO 80203

James Barnum (CRD# 7515625) is an Investment Advisor Representative working at Bright Road Wealth Management, LLC in Denver, CO and has over 2 years of experience in the finance industry.

6
Matthew A. Hunt
CRD#: 4190758
405 W. 36th Avenue, Suite 212, Anchorage, AK 99503

Matthew Hunt (CRD# 4190758) is an Investment Advisor Representative working at Bright Road Wealth Management, LLC in Anchorage, AK and has over 23 years of experience in the finance industry.

7
Matthew J. Merrill
CRD#: 7362811
14493 Spid, Unit 402, Corpus Christi, TX 78418

Matthew Merrill (CRD# 7362811) is an Investment Advisor Representative working at Bright Road Wealth Management, LLC in Corpus Christi, TX and has over 2 years of experience in the finance industry.

8
Kelly L. Van Wyhe
CRD#: 7528891
Puyallup, WA

Kelly Van Wyhe (CRD# 7528891) is an Investment Advisor Representative working at Bright Road Wealth Management, LLC in Puyallup, WA and has over 2 years of experience in the finance industry.

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