Bright Wealth Management, LLC

Bright Wealth Management, LLC (CRD# 169771) is a financial advisory firm headquartered in Lewisville, TX. They manage $15,694,279 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $176,340
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

TX

Financial Advisors at Bright Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
John R. Bloom
CRD#: 5522525
2540 King Arthur Blvd., Suite 210, Lewisville, TX 75056
93
Wealthminder
score

John Bloom (CRD# 5522525) is an Investment Advisor Representative working at Bright Wealth Management, LLC in Lewisville, TX and has over 8 years of experience in the finance industry.

2
Mark T. Lagrone
CRD#: 5951830
2540 King Arthur Blvd., Suite 210, Lewisville, TX 75056
90
Wealthminder
score

Mark Lagrone (CRD# 5951830) is an Investment Advisor Representative working at Bright Wealth Management, LLC in Lewisville, TX and has over 5 years of experience in the finance industry.

3
Stuart H. Bright
CRD#: 6276993
2540 King Arthur Blvd., Suite 210, Lewisville, TX 75056
87
Wealthminder
score

Stuart Bright (CRD# 6276993) is an Investment Advisor Representative working at Bright Wealth Management, LLC in Lewisville, TX and has 1 year of experience in the finance industry.

4
Nelson R. Matzen
CRD#: 6470604
2540 King Arthur Blvd., Suite 210, Lewisville, TX 75056
87
Wealthminder
score

Nelson Matzen (CRD# 6470604) is an Investment Advisor Representative working at Bright Wealth Management, LLC in Lewisville, TX and has 1 year of experience in the finance industry.

5
Franklin J. Parker
CRD#: 5369099
2540 King Arthur Blvd., Suite 210, Lewisville, TX 75056
83
Wealthminder
score

Franklin Parker (CRD# 5369099) is an Investment Advisor Representative working at Bright Wealth Management, LLC in Lewisville, TX and has over 8 years of experience in the finance industry.

6
Ernest Miller
CRD#: 2444156
2540 King Arthur Blvd., Suite 210, Lewisville, TX 75056
81
Wealthminder
score

Ernest Miller (CRD# 2444156) is an Investment Advisor Representative working at Bright Wealth Management, LLC in Lewisville, TX and has over 22 years of experience in the finance industry.

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