Bright Road Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Bright Road Wealth Management reports 622 clients. They include 510 individual clients, 104 high-net-worth individuals, and 8 pension and profit-sharing plans. Of its assets, 97.4% ($432M across 2,174 accounts) are managed with discretion; $11.6M across 8 accounts are not. It advised 18 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 37% |
| High-net-worth individuals | 17% | 58% |
| Pension and profit-sharing plans | 1% | 3% |
| Charitable organizations | Fewer than 5 | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 510 | $162M | 36.5% | $317K |
| High-net-worth individuals | 104 | $256M | 57.8% | $2.46M |
| Pension and profit-sharing plans | 8 | $11.6M | 2.6% | $1.45M |
| Charitable organizations | Fewer than 5 | $13.7M | 3.1% | — |
| Total | 622 | $443M | 100% | — |
- Clients
- 510
- Regulatory AUM
- $162M
- AUM share
- 36.5%
- Avg. per client
- $317K
- Clients
- 104
- Regulatory AUM
- $256M
- AUM share
- 57.8%
- Avg. per client
- $2.46M
- Clients
- 8
- Regulatory AUM
- $11.6M
- AUM share
- 2.6%
- Avg. per client
- $1.45M
- Clients
- Fewer than 5
- Regulatory AUM
- $13.7M
- AUM share
- 3.1%
- Avg. per client
- —
Total
- Clients
- 622
- Regulatory AUM
- $443M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 18
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Bright Road Wealth Management charges 0.60%–1.00% a year for its Investment Supervisory Services. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Hourly financial planning is $300 to $650 an hour. Fixed-fee plans typically range from $800 to $6,500. Fees are negotiable.
- Retirement Plan Services
- Retirement plan services are charged an annual 0.25% of all plan assets, negotiable and billed quarterly in arrears.
Brian Pinkston owns 50% to 75% of Bright Road Wealth Management. The leadership team of Bright Road Wealth Management includes Chief Compliance Officer Joel Hergenreter. It has 13 employees, 10 of them in advisory roles.
Leadership
- Joel HergenreterChief Compliance Officer
Jayson OwensMinority Owner
Brian PinkstonManaging Member
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
Staff
- 13 employees
- 10 in advisory functions
- 10 state-registered reps
- 1 soliciting firm
- Owns 50% to 75% of Bright Road Wealth Management, LLC
Brian Pinkston
Control person · since May 2012
- Owns 25% to 50% of Bright Road Wealth Management, LLC
Jayson Owens
since January 2022
Bright Road Wealth Management’s regulatory assets grew 3.0× from $149M (March 2021) to $443M (March 2026); clients rose from 445 to 622 and employees from 3 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $443M | 622 | 13 | 7 |
| July 2025 | $349M | 568 | 12 | 5 |
| March 2024 | $284M | 490 | 10 | 5 |
| March 2023 | $209M | 460 | 9 | 3 |
| March 2022 | $187M | 497 | 8 | 3 |
| March 2021 | $149M | 445 | 3 | 1 |
Besides its headquarters, Bright Road Wealth Management has 6 offices (2 private residences, listed without an address), with 5 listed addresses in Alaska, Colorado and Texas.
Colorado · 2 listed addresses
- 445 North Broadway, Denver
- 750 Main St, Grand Junction
Texas · 2 listed addresses
- 14493 South Padre Island DR., Corpus Christi
- 600 Congress, Austin
Alaska · 1 listed address
- 405 W. 36th Avenue, Suite 212, AnchorageHQ
Contact and registration details
- Legal name
- Bright Road Wealth Management, LLC
- Headquarters
- 405 W. 36th Avenue, Suite 212, Anchorage, AK 99503
- Website
- brightroadwealth.com
- Phone
- 907-339-1555
- SEC file
- 801-117890
- Structure
- Alaska LLC
- Fiscal year end
- December
Bright Road Wealth Management uses Charles Schwab ($419M) as custodian for its separately managed accounts. Bright Road Wealth Management has custody of $93.8M in client assets for 231 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $419M100%
At year end, Bright Road Wealth Management’s separately managed accounts were mostly in funds (94%).
What the accounts hold
- Stocks2%
- Funds94%
- Cash4%
How many clients does Bright Road Wealth Management have?
Bright Road Wealth Management has 622 clients and manages $443 million for them, as of March 2026. They include 510 individual clients, 104 high-net-worth individuals, and 8 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does Bright Road Wealth Management offer?
Bright Road Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bright Road Wealth Management charge?
Bright Road Wealth Management charges 0.60%–1.00% a year for its Investment Supervisory Services. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A, filed 5 March 2026
Which custodians does Bright Road Wealth Management use?
Bright Road Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $419M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026
How many financial advisors does Bright Road Wealth Management have?
Bright Road Wealth Management has 10 investment adviser representatives registered with state securities authorities, out of 13 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Bright Road Wealth Management invest in?
At the end of its last fiscal year, Bright Road Wealth Management’s separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 2% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bright Road Wealth Management?
Bright Road Wealth Management’s direct owners are Brian Pinkston (50% to 75%) and Jayson Owens (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does Bright Road Wealth Management get paid?
Bright Road Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Bright Road Wealth Management?
Bright Road Wealth Management’s main office is at 405 W. 36th Avenue, Suite 212, Anchorage, AK 99503. Its phone number is 907-339-1555. Its website is brightroadwealth.com.