Bridgelight Financial Advisors, Inc
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 139518
· SEC file 801-134346
· Shelton, CT
· WWW.BRIDGELIGHTADVISORS.COM
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ADV data as of Mar 03, 2026
- Regulatory AUM
- $151M
- Discretionary
- $149M
- Clients
- 246
- Avg AUM / client
- $613K
- Accounts
- 718
- Employees
- 3
AUM over time
$139M
$156M
Aug 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 210 | $89.7M | 59.5% |
| High net worth individuals | 36 | $61.0M | 40.5% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Thomas Leavitt | Registered representative | Jan 2017 (10y) | ||
| Tyler Joseph D'amore | Registered representative | May 2024 (2y) | ||
| Aidan Christopher Reed | Registered representative | Aug 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $151M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗