Bright Advisors, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 338693
· SEC file 801-135016
· Greenwood Village, CO
· www.brightadvisors.com
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ADV data as of Apr 02, 2026
- Regulatory AUM
- $128M
- Discretionary
- $128M
- Clients
- 178
- Avg AUM / client
- $720K
- Accounts
- 178
- Employees
- 2
AUM over time
$0
$128M
Nov 21, 2025
Apr 2, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 121 | $34.6M | 27.0% |
| High net worth individuals | 57 | $93.6M | 73.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jenifer A Sapel | Registered representative | Chartered Financial Consultant | Jan 2026 (1y) | |
| Dawn Marie Landino | Registered representative | Chartered Financial Consultant | Jan 2026 (1y) | |
| Arwen Lowbridge | Registered representative | Feb 2026 (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) | 04/02/2026 | 904 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗