{"url":"https://nivawealth.com/firms/brighttree-wealth-management-304721","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/304721","regulatoryAum":179000920,"crd":"304721","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8049347","suffix":null,"lastName":"Green","firstName":"Hadrick","middleName":"Alexis"},{"crd":"6712300","suffix":null,"lastName":"Green","firstName":"Harold","middleName":"Alfonzo"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-03-27","regulatoryAum":108000000,"clients":219,"employees":2,"offices":1},{"filedOn":"2026-06-29","regulatoryAum":179000920,"clients":191,"employees":3,"offices":1}],"secFileNumber":"801-132470","legalName":"Brighttree Wealth Management, LLC","displayName":"BrightTree Wealth Management","slug":"brighttree-wealth-management-304721","website":"https://brightfg.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/304721/871d7b54df66f5b1-r1.webp","tone":"light","width":704,"height":200,"sourceUrl":"https://brightfg.com","sourceLabel":"Brightree Wealth Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Hawaii limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":["Brighttree Wealth Management"],"registration":{"secApproved":"18 April 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":937177.5916230367,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":179000920,"discretionary":179000920,"discretionaryAccounts":191,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":122,"regulatoryAum":33535262},{"label":"High-net-worth individuals","clients":69,"regulatoryAum":145465658}],"feePrograms":[{"role":"other","program":"401(k) Investment Management","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026596","versionId":1026596,"submittedOn":"2026-03-25","documentName":"BRIGHTTREE FINANCIAL - ADV PART 2A & B BROCHURE (2024)"},{"role":"other","program":"Financial Planning","summary":"Financial planning is $3,500 in year one and $672 a year after, or $525 an hour if chosen, billed quarterly in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026596","versionId":1026596,"submittedOn":"2026-03-25","documentName":"BRIGHTTREE FINANCIAL - ADV PART 2A & B BROCHURE (2024)"},{"role":"other","program":"Pension Planning and Advising","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026596","versionId":1026596,"submittedOn":"2026-03-25","documentName":"BRIGHTTREE FINANCIAL - ADV PART 2A & B BROCHURE (2024)"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T16:24:41.085685+00:00","documents":[{"name":"BRIGHTTREE FINANCIAL - ADV PART 2A & B BROCHURE (2024)","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026596","versionId":1026596,"submittedOn":"2026-03-25"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":32000000}],"custodyNote":"BrightTree Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Harold Green","title":"Managing Member/Chief Compliance Officer","crd":"6712300"}],"ownership":[{"label":"Harold Green","detail":"Managing member/chief compliance officer in the 75% or more ownership band and a control person, since June 2019."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"808-521-4401","stateRegisteredReps":2,"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","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":100}],"privateFunds":0},"sources":{"adv1FilingDate":"29 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/304721/PDF/304721.pdf","brochureDate":"25 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026596","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 BrightTree Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does BrightTree Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does BrightTree Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does BrightTree Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does BrightTree Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns BrightTree Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does BrightTree Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact BrightTree Wealth Management?","answer":"Its phone number is 808-521-4401. Its website is brightfg.com.","source":"Form ADV Part 1A, Item 1.F, filed 29 June 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."}