Data / Investment advisers / Alaska / Bright Road Wealth Management, LLC
Bright Road Wealth Management, LLC, Anchorage, AK: $443 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bright Road Wealth Management, LLC is an SEC registered investment adviser with its main office in Anchorage, Alaska and reports $443 million in regulatory assets under management in its Form ADV filed March 5, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Bright Road Wealth Management, LLC (CRD number 164408): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 164408
- SEC file number
- 801-117890
- SEC status
- Approved, effective January 16, 2020
- Main office
- 405 W. 36th Avenue Suite 212, Anchorage, AK 99503
- Phone
- (907) 339-1555
- Regulatory AUM
- $443,261,739 in the Form ADV filed March 5, 2026
- Discretionary AUM
- $431,681,868
- Non discretionary AUM
- $11,579,871
- Accounts
- 2,182
- Employees
- 13, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 6
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 104 | $256.1 million |
| Individuals (other than high net worth individuals) | 510 | $161.9 million |
| Charitable organizations | Fewer than 5 | $13.7 million |
| Pension and profit sharing plans | 8 | $11.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $443.3 million | March 5, 2026 |
| December 1, 2025 | $349.5 million | November 24, 2025 |
Other advisers in Alaska
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alaska Permanent Capital Management, LLC | Anchorage | $4.40 billion | Not listed | adviserinfo.sec.gov |
| Latash Investments, LLC | Anchorage | $1.74 billion | 3 | adviserinfo.sec.gov |
| Alaska Wealth Advisors | Anchorage | $1.16 billion | Not listed | adviserinfo.sec.gov |
| Heisten Wrenn Private Wealth, LLC | Anchorage | $231.8 million | Not listed | adviserinfo.sec.gov |
| McKinley Alaska Private Investments, LLC | Anchorage | $206.2 million | 3 | adviserinfo.sec.gov |
| 1207 Capital Group, LLC | Juneau | $162.7 million | 4 | adviserinfo.sec.gov |
| Blue Anchor Wealth Advisors, LLC | Ketchikan | $144.2 million | Not listed | adviserinfo.sec.gov |
| PT Capital Advisors, LLC | Anchorage | $56.9 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alaska
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Bright Road Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.