RIA Intel›Advisers›Maryland›BRIGHTPATH WEALTH ADVISORS LLC

BRIGHTPATH WEALTH ADVISORS LLC

Advisory

CROFTON, MD

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in MD

#414

of 468 advisers by AUM

Average account

$231K

across 302 accounts

AUM per adviser

$17M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$70M

Discretionary %

100%

Clients

182

Employees

4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$70M

Discretionary AUM$70M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients182

Team

Total Employees4

Investment Advisers4

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MD, NC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

182 clients

41 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

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WORCH CAPITAL LLC

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$72M

AVANZ CAPITAL MANAGEMENT LP

BETHESDA, MD

$67M

-4.7% 1Y

TRASATTI WEALTH PLANNING, LLC

BALTIMORE, MD

$72M

NORTHPEAK FINANCIAL, INC.

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$67M

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