What departments does Bright Wealth Management have?

Bright Wealth Management has employees across 1 departments including Finance.

What is the largest department at Bright Wealth Management?

The largest department at Bright Wealth Management is Finance with 1 employees.

Where are Bright Wealth Management employees located globally?

Bright Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Bright Wealth Management's team size changed over time?

Bright Wealth Management's team has grown from approximately 10 to 14 employees based on available data.

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Bright Wealth Management Employee Directory

Financial ServicesTexas, United States2-10 Employees

Bright Wealth Management is a financial services firm based in Lewisville, Texas. It operates as a registered investment adviser and develops customized, comprehensive portfolio strategies aimed at long-term wealth accumulation and preservation, with a strong emphasis on aligning the plan with each client's goals.

The firm's portfolio management process includes dynamic asset allocation, diversification, tax-loss harvesting, third-party managers where appropriate, hedging strategies, and transparency. With a small team, it operates in the financial services industry. It conducts business only in jurisdictions where it is properly registered or exempt and does not provide legal or accounting services.

Bright Wealth Management Global Highlights

North America
14

United States Of America
14

Bright Wealth Management's Leadership

J. M.
Wealth Advisor, Cfp, Cdfa
Mobile Phone
Email

Bright Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Bright Wealth Management

Name

Title

Contact

Location

Last Update

J. M.
Wealth Advisor, Cfp, Cdfa
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Bright Wealth Management known for?

Bright Wealth Management operates in the Financial Services industry. Explore Bright Wealth Management's company overview page for more information.

What is Bright Wealth Management's most common email format?

Bright Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bright Wealth Management email formats with LeadIQ.

How many employees does Bright Wealth Management have currently?

Bright Wealth Management has approximately 10 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Bright Wealth Management's key employees and leadership?

As of August 2026, Bright Wealth Management's key employees include:

Wealth Advisor, Cfp, Cdfa: J. M.

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Bright Wealth Management Employee Directory

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