BrightPath Wealth Planning provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and education planning. Financial planning was provided to 11–25 clients last fiscal year.
BrightPath Wealth Planning reports 132 clients. They include 64 individual clients, 63 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 100.0% ($206M across 492 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 14% |
| High-net-worth individuals | 48% | 84% |
| Pension and profit-sharing plans | 4% | <1% |
| Charitable organizations | Fewer than 5 | 2% |
| Corporations and other businesses | Fewer than 5 | <1% |
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) | 64 | $28.2M | 13.7% | $441K |
| High-net-worth individuals | 63 | $173M | 84.2% | $2.75M |
| Pension and profit-sharing plans | 5 | $1.02M | 0.5% | $204K |
| Charitable organizations | Fewer than 5 | $3.29M | 1.6% | — |
| Corporations and other businesses | Fewer than 5 | $81.2K | 0.0% | — |
| Total | 132 | $206M | 100% | — |
- Clients
- 64
- Regulatory AUM
- $28.2M
- AUM share
- 13.7%
- Avg. per client
- $441K
- Clients
- 63
- Regulatory AUM
- $173M
- AUM share
- 84.2%
- Avg. per client
- $2.75M
- Clients
- 5
- Regulatory AUM
- $1.02M
- AUM share
- 0.5%
- Avg. per client
- $204K
- Clients
- Fewer than 5
- Regulatory AUM
- $3.29M
- AUM share
- 1.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $81.2K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 132
- Regulatory AUM
- $206M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
BrightPath Wealth Planning charges 0.50%–1.00% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$3M | 1.00% |
| $3M–$5M | 0.80% |
| $5M–$10M | 0.70% |
| $10M–$20M | 0.60% |
| $20M and above | 0.50% |
Fee details and sources
Other fees
- Ongoing Financial Planning
- Ongoing financial planning is billed a quarterly fee of $200 to $500, which may be negotiable.
- Project Financial Planning
- Project-based financial planning is billed at $325 an hour, or as a fixed fee from $1,500 to $5,000.
- Retirement Plan Advisory Services
- Retirement plan advisory services are charged an annual asset-based fee of up to 0.90%, billed quarterly in advance.
Peter Kozak owns 75% or more of BrightPath Wealth Planning. The leadership team of BrightPath Wealth Planning includes Chief Compliance Officer Peter Kozak. It has 5 employees, 1 of them in advisory roles.
Leadership
Peter KozakManaging Member, Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Brightpath Wealth Planning, LLC
Peter Kozak
Control person · since December 2011
BrightPath Wealth Planning’s regulatory assets grew from $141M (April 2022) to $206M (August 2026); clients rose from 87 to 132 and employees from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $206M | 132 | 5 | 1 |
| March 2025 | $187M | 124 | 4 | 1 |
| March 2024 | $164M | 117 | 4 | 2 |
| March 2023 | $130M | 98 | 4 | 2 |
| April 2022 | $141M | 87 | 3 | 2 |
Besides its headquarters, BrightPath Wealth Planning has 0 offices, with 1 listed address in California.
California · 1 listed address
- 5999 Ridge View Street, Suite B, CamarilloHQ
Contact and registration details
- Legal name
- Brightpath Wealth Planning, LLC
- Headquarters
- 5999 Ridge View Street, Suite B, Camarillo, CA 93012
- Website
- brightpathwealth.com
- Phone
- 805-764-0335
- @brightpath-wealth-planning-llc
- SEC file
- 801-122732
- Founded
- 2004
- Structure
- California LLC
- Fiscal year end
- December
BrightPath Wealth Planning uses Charles Schwab ($195M) as custodian for its separately managed accounts. BrightPath Wealth Planning has custody of $69.7M in client assets for 95 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $195M100%
At year end, BrightPath Wealth Planning’s separately managed accounts were mostly in funds (74%) and stocks (11%).
What the accounts hold
- Stocks11%
- Exchange-traded equities10%
- Non-exchange-traded equities1%
- Funds74%
- Registered funds68%
- Pooled vehicles6%
- Bonds5%
- U.S. government and agency bonds3%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash10%
How many clients does BrightPath Wealth Planning have?
BrightPath Wealth Planning has 132 clients and manages $206 million for them, as of August 2026. They include 64 individual clients, 63 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 August 2026
What services does BrightPath Wealth Planning offer?
BrightPath Wealth Planning provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and education planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does BrightPath Wealth Planning charge?
BrightPath Wealth Planning charges 0.50%–1.00% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does BrightPath Wealth Planning use?
BrightPath Wealth Planning’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $195M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 August 2026
How many financial advisors does BrightPath Wealth Planning have?
BrightPath Wealth Planning has 1 investment adviser representative registered with state securities authorities, out of 5 employees, and 1 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 BrightPath Wealth Planning invest in?
At the end of its last fiscal year, BrightPath Wealth Planning’s separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 10% cash and equivalents, 6% pooled vehicles (private funds and similar), 3% U.S. government and agency bonds, 1% non-exchange-traded equities, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns BrightPath Wealth Planning?
BrightPath Wealth Planning’s direct owner is Peter Kozak (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 August 2026
How does BrightPath Wealth Planning get paid?
BrightPath Wealth Planning 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 BrightPath Wealth Planning?
BrightPath Wealth Planning’s main office is at 5999 Ridge View Street, Suite B, Camarillo, CA 93012. Its phone number is 805-764-0335. Its website is brightpathwealth.com.