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).
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Total Assets Under Management209MILLION
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Total Number of Accounts1,156ACCOUNTS
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Average Account Value$180,942
- A percentage of assets under your management
- Hourly charges
- 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
AK, AZ, CA, CO, DC, TX, WA
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.
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.
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.
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.
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.
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.
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.
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.