Bridgelight Financial Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
Bridgelight Financial Advisors reports 246 clients. They include 210 individual clients and 36 high-net-worth individuals. Of its assets, 98.7% ($149M across 714 accounts) are managed with discretion; $2.03M across 4 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 60% |
| High-net-worth individuals | 15% | 40% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 210 | $89.7M | 59.5% | $427K |
| High-net-worth individuals | 36 | $61M | 40.5% | $1.7M |
| Total | 246 | $151M | 100% | $613K |
- Clients
- 210
- Regulatory AUM
- $89.7M
- AUM share
- 59.5%
- Avg. per client
- $427K
- Clients
- 36
- Regulatory AUM
- $61M
- AUM share
- 40.5%
- Avg. per client
- $1.7M
Total
- Clients
- 246
- Regulatory AUM
- $151M
- AUM share
- 100%
- Avg. per client
- $613K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Bridgelight Financial Advisors charges up to 1.50% a year for its Investment Management. The fee is billed in arrears, is negotiable and requires an account of at least $250,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting
- Limited-scope hourly consulting is billed at $325 an hour, negotiated, and invoiced monthly as services are rendered.
- Financial Planning
- Financial planning fees are fixed and agreed in advance; 50% is paid on completion of the agreement and the rest on plan delivery.
William Leavitt owns 75% or more of Bridgelight Financial Advisors. The leadership team of Bridgelight Financial Advisors includes President William Leavitt. It has 3 employees.
Leadership
William LeavittPresident, CCO
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of Bridgelight Financial Advisors, Inc
William Leavitt
Control person · since June 2005
Besides its headquarters, Bridgelight Financial Advisors has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 1 Enterprise Drive, Suite 405, SheltonHQ
Contact and registration details
- Legal name
- Bridgelight Financial Advisors, Inc
- Headquarters
- 1 Enterprise Drive, Suite 405, Shelton, CT 06484
- Website
- bridgelightadvisors.com
- Phone
- 203-795-7080
- SEC file
- 801-134346
- Structure
- Connecticut corporation
- Fiscal year end
- December
Bridgelight Financial Advisors uses Charles Schwab ($151M) as custodian for its separately managed accounts. Bridgelight Financial Advisors has custody of $136M in client assets for 593 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $151M100%
At year end, Bridgelight Financial Advisors’ separately managed accounts were largely in stocks (49%) and funds (47%). Its reported 13F holdings for the quarter ended 30 June 2026 total $146M across 49 positions; the largest are Caterpillar Inc. (8.5%), Select Sector SPDR TR (8.0%) and State Str SPDR S&P 500 ETF T (7.0%).
What the accounts hold
- Stocks49%
- Funds47%
- Cash4%
Reported 13F holdings
- $146M
- Reported 13F value
- 49
- Positions
- 63.4%
- In the 10 largest
- +23.8%
- Value vs. prior quarter
- Caterpillar Inc.8.5%
- Select Sector SPDR TR · ST Str Techn ETF8.0%
- State Str SPDR S&P 500 ETF T · TR Unit7.0%
- Goldman Sachs Group Inc.6.8%
- Amgen Inc.6.6%
- Main Str Cap Corp.5.9%
- Enterprise Prods Partners L5.8%
- Walmart Inc.5.5%
- T Rowe Price Exchange-traded · Floating Rate4.8%
- iShares TR · Faln Angls Usd4.5%
Together, the ten largest are 63.4% of reported value.
How many clients does Bridgelight Financial Advisors have?
Bridgelight Financial Advisors has 246 clients and manages $151 million for them, as of September 2026. They include 210 individual clients and 36 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026
What services does Bridgelight Financial Advisors offer?
Bridgelight Financial Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bridgelight Financial Advisors charge?
Bridgelight Financial Advisors charges up to 1.50% a year for its Investment Management. The fee is billed in arrears, is negotiable and requires an account of at least $250,000.
Which custodians does Bridgelight Financial Advisors use?
Bridgelight Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $151M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026
How many financial advisors does Bridgelight Financial Advisors have?
Bridgelight Financial Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bridgelight Financial Advisors invest in?
At the end of its last fiscal year, Bridgelight Financial Advisors’ separately managed accounts held 49% exchange-traded equities, 47% registered funds (mutual funds, ETFs, BDCs) and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Bridgelight Financial Advisors have a minimum investment?
Yes, Bridgelight Financial Advisors’ minimum account size for its Investment Management is $250K.
Who owns Bridgelight Financial Advisors?
Bridgelight Financial Advisors’ direct owner is William Leavitt (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 September 2026
How does Bridgelight Financial Advisors get paid?
Bridgelight Financial Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bridgelight Financial Advisors?
Bridgelight Financial Advisors’ main office is at 1 Enterprise Drive, Suite 405, Shelton, CT 06484. Its phone number is 203-795-7080. Its website is bridgelightadvisors.com.