Bright Wealth Management

  • Financial Services
  • The Colony TX
  • 5 employees
  • Financial Services
Get Full Info

Company Overview

Headquarters
4400 State Highway 121, The Colony TX
Website
brightwealthmanagement.com
Employees
5
Industry
Financial Services
More Details

Financials & Stats

Revenue

$3B

More Financials

Who is Bright Wealth Management

Bright Wealth Management, LLC is an investment advisory firm based in The Colony, Texas. The company employs 5 people and generates an annual revenue of $2.5 million. Bright Wealth Management specializes in developing customized portfolio strategies for clients seeking to grow and preserve their wealth. Their approach emphasizes objectivity, consistency, and discipline, tailoring solutions to each client's unique goals. The firm's portfolio management process encompasses dynamic asset allocation, diversification, tax-loss harvesting, the use of third-party managers, hedging strategies, and a commitment to transparency. Bright Wealth Management, LLC is registered as an investment adviser with the state of Texas and adheres to state registration requirements for conducting business. For more information about Bright Wealth Management's services, visit their website at brightwealthmanagement.com.

Companies Similar to Bright Wealth Management

Analyze industry trends and opportunities by examining competitors and companies comparable to Bright Wealth Management, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
3M 1 Scottsdale, AZ 2012
3M 6 Dallas, TX 2014
3M 3 Urban Honolulu, HI
3M 3 Defiance, OH 1995
3M
View More Companies

FAQ

What is the location of Bright Wealth Management's headquarters?
The headquarters of Bright Wealth Management are situated at 4400 State Highway 121, The Colony TX
What is Bright Wealth Management's official website?
The official website of Bright Wealth Management can be found at brightwealthmanagement.com.
What is Bright Wealth Management's current revenue?
As of August 2023, Bright Wealth Management's annual revenue reached $3B.
How many employees does Bright Wealth Management currently have?
Bright Wealth Management employs approximately 5+ people as of August 2023
Which industries is Bright Wealth Management primarily operating in?
Bright Wealth Management operates in the following industries: Finance, Credit

Employee Directory

Key Employees

David Crowley

Financial Advisor

Phone Email

Paul Thibodeaux

President & Managing Director

Phone Email