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Bright Advisors, LLC

EST. AUM
$128,231,307

CONTACTS
1

CLIENT ACCOUNTS
178

Firm Details

Metro area Denver
CRD Number 338693
Website brightadvisors.com
Client types

Overview

Bright Advisors is a Colorado-based fiduciary firm founded by Jenifer Sapel and Lenore Champagne Beirne. The firm specializes in a "multi-dimensional" wealth planning approach that goes beyond traditional performance metrics to incorporate impact, values, and tax optimization. Serving ultra-high-net-worth families, entrepreneurs, and institutions, Bright Advisors operates with a "Planning-First" philosophy, focusing on aligning financial capital with personal priorities such as gender equity and climate health.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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