BRIGHTWATER ADVISORY, LLC

TAMPA, Florida·2 registered advisors·CRD# 169806
SEC# 801-1105000813-251-6310
01

Firm Overview

AUM
$240M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BRIGHTWATER ADVISORY, LLC

2 registered advisors
David Carlen Maddux
TAMPA, Florida
Kathleen Nelson Maddux
TAMPA, Florida
05

Office Locations

TAMPA, Florida
2 advisors

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Data sourced from SEC Form ADV filings. BRIGHTWATER ADVISORY, LLC (CRD# 169806) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.