Brightpath Wealth Planning, LLC

Brightpath Wealth Planning, LLC (CRD# 160563) is a financial advisory firm headquartered in Camarillo, CA. They manage $164,464,107 in 404 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5999 Ridge View Street, Suite B, Camarillo, CA 93012
https://www.facebook.com/brightpathwealth/
By the Numbers
  • Total Assets Under Management
    164
    MILLION
  • Total Number of Accounts
    404
    ACCOUNTS
  • Average Account Value
    $407,089
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

CA

Financial Advisors at Brightpath Wealth Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter Kozak, financial advisor Camarillo CA
Peter P. Kozak
CRD#: 2765784
5999 B Ridge View Street, Camarillo, CA 93012

Peter Kozak (CRD# 2765784) is an Investment Advisor Representative working at Brightpath Wealth Planning, LLC in Camarillo, CA and has over 27 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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