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Harvey R Bright

BRIGHT WEALTH MANAGEMENT, LLC·LEWISVILLE, Texas
Clean recordBRIGHT WEALTH MANAGEMENT, LLC
4400 STATE HIGHWAY 121, LEWISVILLE, TX 75056CRD# 7358620Firm CRD# 169771

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Harvey R Bright · LEWISVILLE, TX
Registration
CRD #7358620 · BRIGHT WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Harvey R Bright is a registered financial advisor based in LEWISVILLE, Texas, affiliated with BRIGHT WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
BRIGHT WEALTH MANAGEMENT, LLC
BRIGHT WEALTH MANAGEMENT, LLC
AUM
$160M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BRIGHT WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: SHARES IN FEES PAID TO THIRD-PARTY ADVISERS
Regulatory
SEC/IARD CRD# 7358620
Firm CRD# 169771
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Harvey R Bright offer?
Harvey R Bright specializes in Investment Management, Wealth Management. Contact their office in LEWISVILLE, Texas for a consultation.
What are Harvey R Bright's credentials?
Harvey R Bright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harvey R Bright located?
Harvey R Bright is based in LEWISVILLE, Texas, working with BRIGHT WEALTH MANAGEMENT, LLC. Their office serves clients in the LEWISVILLE metropolitan area and surrounding communities.
How does Harvey R Bright charge for services?
Harvey R Bright's firm is compensated through percentage of aum, other: shares in fees paid to third-party advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIGHT WEALTH MANAGEMENT, LLC?
BRIGHT WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRIGHT WEALTH MANAGEMENT, LLC

Justin C Bright
LEWISVILLE, TX
Paul L Thibodeaux
LEWISVILLE, TX
Virginia Bright Koons
LEWISVILLE, TX
Mary Katherine Bearden
LEWISVILLE, TX
Parker M Bright
LEWISVILLE, TX

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Research
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