{"url":"https://nivawealth.com/firms/brighton-wealth-management-148457","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/148457","regulatoryAum":131876184,"crd":"148457","secFileNumber":"801-136664","legalName":"Brighton Wealth Management, Inc.","displayName":"Brighton Wealth Management","slug":"brighton-wealth-management-148457","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Utah corporation","fiscalYearEnd":"December","headquarters":{"street":"6975 Union Park Ave., #600","city":"Cottonwood Heights","state":"UT","stateName":"Utah","country":"United States","postalCode":"84047"},"tradeNames":[],"registration":{"secApproved":"19 August 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":285186.331838565,"staff":{"employees":5,"advisory":1,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":131876184,"discretionary":130289037,"discretionaryAccounts":277,"nonDiscretionary":1587147,"nonDiscretionaryAccounts":16,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":4},"clientTypes":[{"label":"Individuals (other than HNW)","clients":111,"regulatoryAum":38419424},{"label":"High-net-worth individuals","clients":335,"regulatoryAum":88773680},{"label":"Pension and profit-sharing plans","clients":2,"regulatoryAum":3981903},{"label":"Corporations and other businesses","clients":3,"regulatoryAum":701177}],"feePrograms":[{"role":"main","program":"Portfolio Management Services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047359","versionId":1047359,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-06-05","documentName":"ADV PART 2A","fee_rate_low":null,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":500000,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:49:22.628983+00:00","documents":[{"name":"ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047359","versionId":1047359,"submittedOn":"2026-06-05"}]},"custodians":[],"custodyNote":"Brighton Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[],"ownership":[],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Utah","offices":1,"addresses":[{"street":"6975 Union Park Ave., #600","city":"Cottonwood Heights","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"801-261-1611","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":43},{"label":"Investment grade corporate bonds","percent":1},{"label":"Derivatives","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":52},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"28 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/148457/PDF/148457.pdf","brochureDate":"5 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047359","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Brighton Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Brighton Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Brighton Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Brighton Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Brighton Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Brighton Wealth Management have a minimum investment?","answer":"Yes, Brighton Wealth Management’s minimum account size for its Portfolio Management Services is $500K.","source":"ADV PART 2A, filed 5 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How does Brighton Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Brighton Wealth Management?","answer":"Brighton Wealth Management’s main office is at 6975 Union Park Ave., #600, Cottonwood Heights, UT 84047. Its phone number is 801-261-1611.","source":"Form ADV Part 1A, Item 1.F, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}