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 9 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 over 2 years 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 9 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 23 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.