Brighton Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Brighton Wealth Management reports 451 clients. They include 335 high-net-worth individuals, 111 individual clients, and 3 corporations and other businesses. Of its assets, 98.8% ($130M across 277 accounts) are managed with discretion; $1.59M across 16 accounts are not. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 25% | 29% |
| High-net-worth individuals | 74% | 67% |
| Pension and profit-sharing plans | <1% | 3% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 111 | $38.4M | 29.1% | $346K |
| High-net-worth individuals | 335 | $88.8M | 67.3% | $265K |
| Pension and profit-sharing plans | 2 | $3.98M | 3.0% | $1.99M |
| Corporations and other businesses | 3 | $701K | 0.5% | $234K |
| Total | 451 | $132M | 100% | $292K |
- Clients
- 111
- Regulatory AUM
- $38.4M
- AUM share
- 29.1%
- Avg. per client
- $346K
- Clients
- 335
- Regulatory AUM
- $88.8M
- AUM share
- 67.3%
- Avg. per client
- $265K
- Clients
- 2
- Regulatory AUM
- $3.98M
- AUM share
- 3.0%
- Avg. per client
- $1.99M
- Clients
- 3
- Regulatory AUM
- $701K
- AUM share
- 0.5%
- Avg. per client
- $234K
Total
- Clients
- 451
- Regulatory AUM
- $132M
- AUM share
- 100%
- Avg. per client
- $292K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Brighton Wealth Management charges up to 1.00% a year for its Portfolio Management Services. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Fee details and sources
It has 5 employees, 1 of them in advisory roles.
Leadership
Staff
- 5 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
Besides its headquarters, Brighton Wealth Management has 2 offices, with 1 listed address in Utah.
Utah · 1 listed address
- 6975 Union Park Ave., #600, Cottonwood HeightsHQ
Contact and registration details
- Legal name
- Brighton Wealth Management, Inc.
- Headquarters
- 6975 Union Park Ave., #600, Cottonwood Heights, UT 84047
- Website
- Not reported
- Phone
- 801-261-1611
- SEC file
- 801-136664
- Structure
- Utah corporation
- Fiscal year end
- December
Brighton Wealth Management does not have custody of client assets.
At year end, Brighton Wealth Management’s separately managed accounts were mostly in funds (52%) and stocks (43%).
What the accounts hold
- Stocks43%
- Funds52%
- Bonds1%
- Cash1%
- Other3%
- Derivatives3%
How many clients does Brighton Wealth Management have?
Brighton Wealth Management has 451 clients and manages $132 million for them, as of July 2026. They include 335 high-net-worth individuals, 111 individual clients, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 July 2026
What services does Brighton Wealth Management offer?
Brighton Wealth Management 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 Brighton Wealth Management charge?
Brighton Wealth Management charges up to 1.00% a year for its Portfolio Management Services. The fee is billed in advance, is negotiable and requires an account of at least $500,000.
Source: ADV PART 2A, filed 5 June 2026
How many financial advisors does Brighton Wealth Management have?
Brighton Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 5 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Brighton Wealth Management invest in?
At the end of its last fiscal year, Brighton Wealth Management’s separately managed accounts held 52% registered funds (mutual funds, ETFs, BDCs), 43% exchange-traded equities, 3% derivatives, 1% investment grade corporate bonds and 1% 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 Brighton Wealth Management have a minimum investment?
Yes, Brighton Wealth Management’s minimum account size for its Portfolio Management Services is $500K.
Source: ADV PART 2A, filed 5 June 2026
How does Brighton Wealth Management get paid?
Brighton 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 Brighton Wealth Management?
Brighton Wealth Management’s main office is at 6975 Union Park Ave., #600, Cottonwood Heights, UT 84047. Its phone number is 801-261-1611.