Active
BRIGHT ROAD WEALTH MANAGEMENT, LLC
Investment Advice|ANCHORAGE, AK
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$349.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 334.2M |
| Non-Discretionary | 15.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 164408 |
| SEC Number | 801-117890 |
| Street Address | 405 W. 36TH AVENUE |
| Street Address 2 | SUITE 212 |
| Location | ANCHORAGE, AK 99503 |
| Country | United States |
| Phone | (907) 339-1555 |
| Fax | (888) 472-5078 |
| Total Employees | 12 |
Client Count by Type (568 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 445 |
| High Net Worth Individual… | 100 |
| Pension/Profit Sharing Pl… | 20 |
| Charitable Organizations | 3 |
Community Partners
CITY OF AKUTAN
CITY OF ANGOON
CITY OF BETHEL
CITY OF CHUATHBALUK
CITY OF DILLINGHAM
CITY OF FAIRBANKS
CITY OF MCGRATH
CITY OF MOUNTAIN VILLAGE
CITY OF THORNE BAY
CITY OF UNALAKLEET
MUNICIPALITY OF ANCHORAGE
CITY OF AKUTAN
CITY OF ANGOON
CITY OF BETHEL
CITY OF CHUATHBALUK
CITY OF DILLINGHAM
CITY OF FAIRBANKS
CITY OF MCGRATH
CITY OF MOUNTAIN VILLAGE
CITY OF THORNE BAY
CITY OF UNALAKLEET
MUNICIPALITY OF ANCHORAGE
CITY OF AKUTAN
CITY OF ANGOON
CITY OF BETHEL
CITY OF CHUATHBALUK
CITY OF DILLINGHAM
CITY OF FAIRBANKS
CITY OF MCGRATH
CITY OF MOUNTAIN VILLAGE
CITY OF THORNE BAY
CITY OF UNALAKLEET
MUNICIPALITY OF ANCHORAGE
Municipal Government
11 Active
11
Organizations
AVCP REGIONAL HOUSING AUTHORITY
BARANOF ISLAND HOUSING AUTHORITY
INTERIOR REGIONAL HOUSING AUTHORITY
METLAKATLA HOUSING AUTHORITY
AVCP REGIONAL HOUSING AUTHORITY
BARANOF ISLAND HOUSING AUTHORITY
INTERIOR REGIONAL HOUSING AUTHORITY
METLAKATLA HOUSING AUTHORITY
AVCP REGIONAL HOUSING AUTHORITY
BARANOF ISLAND HOUSING AUTHORITY
INTERIOR REGIONAL HOUSING AUTHORITY
METLAKATLA HOUSING AUTHORITY
Special District
4 Active
4
Organizations
ALASKA GATEWAY REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
ALEUTIAN REGION SCHOOL DISTRICT
ANCHORAGE SCHOOL DISTRICT
ANNETTE ISLAND REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
BERING STRAIT REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
CHATHAM REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
CHUGACH REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
COPPER RIVER REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
DELTA-GREELY REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
DILLINGHAM CITY SCHOOL DISTRICT
IDITAROD REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
KUSPUK REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
LOWER KUSKOKWIM REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
LOWER YUKON REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
MOUNT EDGECUMBE HIGH SCHOOL AGENCY
PRIBILOF ISLANDS REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
SOUTHEAST ISLANDS REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
SOUTHWEST REGION SCHOOLS
YUKON FLATS REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
YUKON-KOYUKUK REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
ALASKA GATEWAY REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
ALEUTIAN REGION SCHOOL DISTRICT
ANCHORAGE SCHOOL DISTRICT
ANNETTE ISLAND REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
BERING STRAIT REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
CHATHAM REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
CHUGACH REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
COPPER RIVER REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
DELTA-GREELY REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
DILLINGHAM CITY SCHOOL DISTRICT
IDITAROD REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
KUSPUK REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
LOWER KUSKOKWIM REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
LOWER YUKON REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
MOUNT EDGECUMBE HIGH SCHOOL AGENCY
PRIBILOF ISLANDS REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
SOUTHEAST ISLANDS REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
SOUTHWEST REGION SCHOOLS
YUKON FLATS REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
YUKON-KOYUKUK REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
ALASKA GATEWAY REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
ALEUTIAN REGION SCHOOL DISTRICT
ANCHORAGE SCHOOL DISTRICT
ANNETTE ISLAND REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
BERING STRAIT REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
CHATHAM REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
CHUGACH REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
COPPER RIVER REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
DELTA-GREELY REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
DILLINGHAM CITY SCHOOL DISTRICT
IDITAROD REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
KUSPUK REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
LOWER KUSKOKWIM REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
LOWER YUKON REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
MOUNT EDGECUMBE HIGH SCHOOL AGENCY
PRIBILOF ISLANDS REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
SOUTHEAST ISLANDS REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
SOUTHWEST REGION SCHOOLS
YUKON FLATS REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
YUKON-KOYUKUK REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
School District
21 Active
21
Organizations
1000 HILLS RESOURCES INC
10 Chefs Inc
1111 ISRAEL ROAD LLC
1973 NORTH RULON WHITE LLC
2359 VISION
2618 COMMERCIAL DR INVESTMENT GROUP LLC
3RD OSS BOOSTER CLUB
3 TO 5 PRESCHOOL
49TH STATE BARREL RACERS
49THTERRITORIALGUARDSREGIMENT
49 WRITERS INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
510 MIDNIGHT SUN CHAPTER OF TROUT UNLIMITED
574-EVER SOCIETY INC
610 Great Alaska Council
610 Great Alaska Council Trust
6 ORDER OF EASTERN STAR
1000 HILLS RESOURCES INC
10 Chefs Inc
1111 ISRAEL ROAD LLC
1973 NORTH RULON WHITE LLC
2359 VISION
2618 COMMERCIAL DR INVESTMENT GROUP LLC
3RD OSS BOOSTER CLUB
3 TO 5 PRESCHOOL
49TH STATE BARREL RACERS
49THTERRITORIALGUARDSREGIMENT
49 WRITERS INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
510 MIDNIGHT SUN CHAPTER OF TROUT UNLIMITED
574-EVER SOCIETY INC
610 Great Alaska Council
610 Great Alaska Council Trust
6 ORDER OF EASTERN STAR
1000 HILLS RESOURCES INC
10 Chefs Inc
1111 ISRAEL ROAD LLC
1973 NORTH RULON WHITE LLC
2359 VISION
2618 COMMERCIAL DR INVESTMENT GROUP LLC
3RD OSS BOOSTER CLUB
3 TO 5 PRESCHOOL
49TH STATE BARREL RACERS
49THTERRITORIALGUARDSREGIMENT
49 WRITERS INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
510 MIDNIGHT SUN CHAPTER OF TROUT UNLIMITED
574-EVER SOCIETY INC
610 Great Alaska Council
610 Great Alaska Council Trust
6 ORDER OF EASTERN STAR
Nonprofit Organization
3406 Active
3406
Organizations
Community Partners86 organizations
CITY OF AKUTAN
Municipal Government·ANCHORAGE
CITY OF ANGOON
Municipal Government·ANGOON
CITY OF BETHEL
Municipal Government·BETHEL
CITY OF CHUATHBALUK
Municipal Government·ANIAK
CITY OF MCGRATH
Municipal Government·MCGRATH
CITY OF MOUNTAIN VILLAGE
Municipal Government·MOUNTAIN VILLAGE
CITY OF THORNE BAY
Municipal Government·THORNE BAY
CITY OF UNALAKLEET
Municipal Government·UNALAKLEET
MUNICIPALITY OF ANCHORAGE
Municipal Government·ANCHORAGE
AVCP REGIONAL HOUSING AUTHORITY
Special District·BETHEL
BARANOF ISLAND HOUSING AUTHORITY
Special District·SITKA
INTERIOR REGIONAL HOUSING AUTHORITY
Special District·FAIRBANKS
METLAKATLA HOUSING AUTHORITY
Special District·METLAKATLA
CHATHAM REGIONAL EDUCATIONAL ATTENDANCE AREA (REAA)
School District·ANGOON
DILLINGHAM CITY SCHOOL DISTRICT
School District·DILLINGHAM
1000 HILLS RESOURCES INC
Nonprofit Organization·FAIRBANKS
10 Chefs Inc
Nonprofit Organization·Anchorage
1111 ISRAEL ROAD LLC
Nonprofit Organization·ANCHORAGE
1973 NORTH RULON WHITE LLC
Nonprofit Organization·ANCHORAGE
2359 VISION
Nonprofit Organization·FAIRBANKS
2618 COMMERCIAL DR INVESTMENT GROUP LLC
Nonprofit Organization·ANCHORAGE
3RD OSS BOOSTER CLUB
Nonprofit Organization·Anchorage
3 TO 5 PRESCHOOL
Nonprofit Organization·SITKA
49TH STATE BARREL RACERS
Nonprofit Organization·FAIRBANKS
49THTERRITORIALGUARDSREGIMENT
Nonprofit Organization·ANCHORAGE
49 WRITERS INC
Nonprofit Organization·ANCHORAGE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fairbanks
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fairbanks
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fairbanks
4-H CLUBS AND AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Anchorage
510 MIDNIGHT SUN CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·FAIRBANKS
574-EVER SOCIETY INC
Nonprofit Organization·Anchorage
610 Great Alaska Council
Nonprofit Organization·Anchorage
610 Great Alaska Council Trust
Nonprofit Organization·Anchorage
6 ORDER OF EASTERN STAR
Nonprofit Organization·Fairbanks
703 AMXS HEAVY METAL BOOSTER CLUB
Nonprofit Organization·Anchorage
760378 NORTHRIM CLUB
Nonprofit Organization·Anchorage
907 BARREL RACERS
Nonprofit Organization·ANCHORAGE
907 DIESEL
Nonprofit Organization·Fairbanks
907 Initiative
Nonprofit Organization·Anchorage
AACE INTERNATIONAL
Nonprofit Organization·Anchorage
AASC Housing II Incorporated
Nonprofit Organization·Anchorage
AASC Housing I Inc
Nonprofit Organization·Anchorage
ABATE OF ANCHORAGE INC
Nonprofit Organization·ANCHORAGE
ABBOTT LOOP PTO
Nonprofit Organization·Anchorage
ABBOTT LOOP SOCIAL SERVICES INC
Nonprofit Organization·Anchorage
ABC PRESCHOOL
Nonprofit Organization·FAIRBANKS
ABC WRESTLING
Nonprofit Organization·ANCHORAGE
AB PATTERSON COMMUNITY MINISTRY
Nonprofit Organization·Anchorage
ABUNDANT HARVEST MINISTRIES INC
Nonprofit Organization·FAIRBANKS
ABUNDANT LIFE SERVICES
Nonprofit Organization·ANCHORAGE
ABUNDANT LIVING INC
Nonprofit Organization·ANCHORAGE
ABUSED WOMEN'S AID IN CRISIS INC
Nonprofit Organization·ANCHORAGE
ABUSED WOMENS AID IN CRISIS INC
Nonprofit Organization·ANCHORAGE
ACADEMY OF GENERAL DENTISTRY
Nonprofit Organization·Anchorage
A CAREY-HILDEBRAND FOUNDATION INC
Nonprofit Organization·Anchorage
ACCA INC
Nonprofit Organization·FAIRBANKS
ACCESS ALASKA INC
Nonprofit Organization·ANCHORAGE
ACF ALASKA CULINARY ASSOCIATION
Nonprofit Organization·Anchorage
ACI Alaska Chapter Inc
Nonprofit Organization·Anchorage
ACLT P1 Inc
Nonprofit Organization·Anchorage
ACLT P2 Inc
Nonprofit Organization·Anchorage
ACS CHILDRENS FUND
Nonprofit Organization·Anchorage
ACTION MINISTRIES INC
Nonprofit Organization·Anchorage
ACTS FOUR ALTARNATIVE REHAB INC
Nonprofit Organization·Anchorage