Brightway Wealth Planning
Brightway Wealth Planning (CRD# 307536) is a financial advisory firm headquartered in , . They manage $763,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Brightway Wealth Planning
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts18ACCOUNTS
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Average Account Value$42,389
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Brightway Wealth Planning
1
Adam Bileckyj (CRD# 6650371) is an Investment Advisor Representative working at Brightway Wealth Planning in Poway, CA and has over 7 years of experience in the finance industry.
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