Bright Wealth Management, LLC

Bright Wealth Management, LLC (CRD# 169771) is a financial advisory firm headquartered in Lewisville, TX. They manage $150,270,000 in 364 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4400 State Highway 121, Suite 400, Lewisville, TX 75056
https://www.linkedin.com/company/bright-wm/
By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $412,830
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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.

TX

Financial Advisors at Bright Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Arthur Crowley, financial advisor Lewisville TX
Arthur D. Crowley
CRD#: 6160050
4400 State Highway 121, Suite 400, Lewisville, TX 75056

Arthur Crowley (CRD# 6160050) is an Investment Advisor Representative working at Bright Wealth Management, LLC in Lewisville, TX and has over 11 years of experience in the finance industry.

2
Mark Lagrone, financial advisor Lewisville TX
Mark T. Lagrone
CRD#: 5951830
4400 State Highway 121, Suite 400, Lewisville, TX 75056

Mark Lagrone (CRD# 5951830) is an Investment Advisor Representative working at Bright Wealth Management, LLC in Lewisville, TX and has over 12 years of experience in the finance industry.

3
Paul Thibodeaux, financial advisor Lewisville TX
Paul L. Thibodeaux
CRD#: 4142971
4400 State Highway 121, Suite 400, Lewisville, TX 75056

Paul Thibodeaux (CRD# 4142971) is an Investment Advisor Representative working at Bright Wealth Management, LLC in Lewisville, TX and has over 24 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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