Brightwater Advisory, LLC

EST. AUM
$303,758,272

CONTACTS

CLIENT ACCOUNTS
718

Firm Details

Metro area Tampa
CRD Number 169806
Website brightwateradvisory.com
Client types

Overview

Brightwater Advisory, LLC is a Tampa-based SEC-registered investment adviser founded in 2013. The firm provides wealth management, investment management, financial planning, retirement planning, charitable giving strategies, and tax planning coordination. Brightwater operates as a fiduciary adviser and manages client assets through customized investment plans designed around long-term financial goals and disciplined decision-making.

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

Brightwater Advisory, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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