RIA Intel›Advisers›Pennsylvania›BRIGHTSIDE WEALTH PLANNING, LLC

BRIGHTSIDE WEALTH PLANNING, LLC

Advisory

CENTER VALLEY, PA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in PA

#905

of 1,528 advisers by AUM

Average account

$259K

across 324 accounts

AUM per adviser

$42M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$84M

Discretionary AUM$84M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients188

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, NJ, PA, TX

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

188 clients

35 high-net-worth

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

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