BrightTree Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
BrightTree Wealth Management reports 191 clients. They include 122 individual clients and 69 high-net-worth individuals. Of its assets, 100.0% ($179M across 191 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 19% |
| High-net-worth individuals | 36% | 81% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 122 | $33.5M | 18.7% | $275K |
| High-net-worth individuals | 69 | $145M | 81.3% | $2.11M |
| Total | 191 | $179M | 100% | $937K |
- Clients
- 122
- Regulatory AUM
- $33.5M
- AUM share
- 18.7%
- Avg. per client
- $275K
- Clients
- 69
- Regulatory AUM
- $145M
- AUM share
- 81.3%
- Avg. per client
- $2.11M
Total
- Clients
- 191
- Regulatory AUM
- $179M
- AUM share
- 100%
- Avg. per client
- $937K
- 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
BrightTree Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- 401(k) Investment Management
- 401(k) investment management is a fixed fee of $2,000 a year without options, or $3,500 a year with options, paid quarterly in advance.
- Financial Planning
- Financial planning is $3,500 in year one and $672 a year after, or $525 an hour if chosen, billed quarterly in advance.
- Pension Planning and Advising
- Pension planning and advising is an asset-based schedule from 2.00% to 0.80% of plan assets, negotiable at $3,000,000 and above.
Harold Green owns 75% or more of BrightTree Wealth Management. The leadership team of BrightTree Wealth Management includes Chief Compliance Officer Harold Green. It has 3 employees, 2 of them in advisory roles.
Leadership
- Harold GreenManaging Member/Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Brighttree Wealth Management, LLC
Harold Green
Control person · since June 2019
BrightTree Wealth Management’s regulatory assets grew 1.7× from $108M (March 2025) to $179M (June 2026); clients fell from 219 to 191 and employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $179M | 191 | 3 | 1 |
| March 2025 | $108M | 219 | 2 | 1 |
Besides its headquarters, BrightTree Wealth Management has 0 offices, with 1 listed address with no US state reported.
Other business names
BrightTree Wealth Management has reported 1 other business name to the SEC.
- Brighttree Wealth Management
Contact and registration details
- Legal name
- Brighttree Wealth Management, LLC
- Headquarters
- Not reported
- Website
- brightfg.com
- Phone
- 808-521-4401
- SEC file
- 801-132470
- Structure
- Hawaii LLC
- Fiscal year end
- December
BrightTree Wealth Management uses Charles Schwab ($32M) as custodian for its separately managed accounts. BrightTree Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $32M100%
At year end, BrightTree Wealth Management’s separately managed accounts were mostly in stocks (100%).
What the accounts hold
- Stocks100%
How many clients does BrightTree Wealth Management have?
BrightTree Wealth Management has 191 clients and manages $179 million for them, as of June 2026. They include 122 individual clients and 69 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 June 2026
What services does BrightTree Wealth Management offer?
BrightTree Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does BrightTree Wealth Management use?
BrightTree Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $32M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 June 2026
How many financial advisors does BrightTree Wealth Management have?
BrightTree Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 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 BrightTree Wealth Management invest in?
At the end of its last fiscal year, BrightTree Wealth Management’s separately managed accounts held 100% 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 BrightTree Wealth Management?
BrightTree Wealth Management’s direct owner is Harold Green (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 June 2026
How does BrightTree Wealth Management get paid?
BrightTree 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 BrightTree Wealth Management?
Its phone number is 808-521-4401. Its website is brightfg.com.