Assets Under Management
$76.4M
Number of Clients
252
Number of Advisors
3
Average Client AUM
$303K
AUM per Advisor
$25.5M
Compensation
Fee-Only (AUM)
Bright Lake Wealth Management offers continuous investment advice and portfolio management services tailored to clients' individual needs, life circumstances, and investment goals. They use a discretionary asset management program, often sub-advised by a third party. Financial planning services are also provided, covering various areas like retirement, tax, and estate planning.
1445 Victor Ave, Suite D, Redding, CA, 96003