Bright Lake Wealth Management, Llc
- Regulatory AUM
- $104M
- Discretionary
- $103M
- Clients
- 354
- Avg AUM / client
- $293K
- Accounts
- 919
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 340 | $79.2M | 76.4% |
| High net worth individuals | 14 | $24.5M | 23.6% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Theodore John Thatcher | Registered representative | Jan 2023 (4y) | ||
| Mac James Thatcher | Registered representative | Aug 2023 (3y) | ||
| Jacob Colorado Thatcher | Registered representative | Dec 2024 (2y) | ||
| Layton Kyle Paloutzian | Registered representative | Jun 2025 (1y) | ||
| Lori W Meter | Registered representative | Feb 2026 (0y) | ||
| Waylon Michael Bell | Registered representative | Apr 2026 (0y) |
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) | 04/29/2026 | 1.24 MB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $104M (100% of AUM) Apr 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: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗