BrightTree Wealth Management, LLC

EST. AUM
$179,000,920

CONTACTS
1

CLIENT ACCOUNTS
191

Firm Details

Metro area Honolulu
CRD Number 304721
Website brightfg.com
Client types

Overview

Bright Financial Group is a Honolulu-based financial advisory firm that provides comprehensive planning and wealth management services to individuals, families, and business owners. The firm emphasizes a client-first approach, working to understand the unique needs, values, and goals of each client. Bright Financial Group aims to build long-term relationships based on trust, transparency, and consistent communication, helping clients make informed financial decisions that align with their life priorities.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

BrightTree Wealth Management, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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