RIA Intel›Advisers›New York›BRIGHT FUTURES WEALTH MANAGEMENT, LLC

BRIGHT FUTURES WEALTH MANAGEMENT, LLC

Advisory

N·WEBSTER, NY

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$295M
1-Year AUM Growth
+20.2%
3-Year CAGR
+15.4%
Employees
16
Assets Under Management
Total AUM$295M
Discretionary AUM$294M
Non-Discretionary AUM$996K
Discretionary %99.7%
Total Clients881
Team
Total Employees16
Investment Advisers16
Employee Growth (1Y)-14.3%
Filing History
Total Filings on Record63
First FilingDec 16, 2016
Latest FilingMar 24, 2026
🔒 Full AUM trend chart and 63 historical filings spanning 10+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on BRIGHT FUTURES WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →