Hedge Fund Database

BRIGHT FUTURES WEALTH MANAGEMENT, LLC

Adviser information for BRIGHT FUTURES WEALTH MANAGEMENT, LLC last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location New York, United States

Employees

Total Number of Employees 21
Investment Advisory/Research 21
Registered Broker-Dealer Representatives 20
Registered State Investment Advisers 21
Licensed Agents of an Insurance Company 20
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,842 $388.4M
Non-Discretionary 0 $0
Total 1,842 $388.4M

Clients

Type Number RAUM
Individuals 876 $203.2M
HNW Individuals 144 $184.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $209,966
Charitable organizations <5 $224,723
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $783,329
Other 0 $0
Type Number
No. of Non-RAUM Clients 10
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 186.2M
Portfolio Manager to Program Sponsor
BRIGHT FUTURES WEALTH MANAGEMENT, LLC WRAP FEE PROGRAM BRIGHT FUTURES WEALTH MANAGEMENT, LLC

Identifiers

SEC RIA File Number 801-108869
SEC ERA File Number 801-108869
SEC CIK Numbers None
SEC CRD Numbers 284920
Legal Entity Identifier None

Principal Office

1630 EMPIRE BLVD.
SUITE 100
WEBSTER
NY
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (585) 231-1595, Fax: (585)231-1589

Websites

www.linkedin.com/in/mark-santelli-b8785813/ www.linkedin.com/in/robert-richard-jr-410b9a2b/ inkedin.com/in/robertchayes/ facebook.com/hayesfinancialgroup/ www.rocwealthpartners.com/ www.linkedin.com/in/gregory-j-halstead-clu-6274b2201/ www.linkedin.com/in/dylan-shaw-0a485955/ www.linkedin.com/in/patricelancelot/ www.linkedin.com/in/kevin-fahy-4b494b190/ www.facebook.com/rochester-wealth-partners-102253865032448 www.linkedin.com/in/davidwtreichler/ www.arabellawealth.com/index.cfm?skipspash=1 www.linkedin.com/in/heather-brumbaugh-6326b4126/ twitter.com/arabellawealth www.linkedin.com/company/bright-futures-wealth-management-llc/ twitter.com/perrottowealth www.facebook.com/perrottoprivatewealth/ www.linkedin.com/in/perrottowealth/ www.linkedin.com/in/oren-guzman-38415780/ www.linkedin.com/in/keith-condemi-5b939471/ www.lifetimefinancialgroup.com/ www.linkedin.com/in/oren-guzman-51a523/ www.linkedin.com/in/melissa-mary-florin-4b9124bb/ www.masseyfinancialgroup.com www.linkedin.com/in/lourdes-dejesus-7041288b/ brightftr.com www.assabetfinancial.com/ www.linkedin.com/in/craig-lefeber-b21a2411/ www.linkedin.com/in/bonnie-doolittle-900a544/ www.linkedin.com/in/bruce-berman-4386b313/ www.perrottowealth.com www.facebook.com/lifetime-financial-group-1391936237745162 www.linkedin.com/in/brandon-butler53943a11a; www.linkedin.com/in/vinnydallo/

Chief Compliance Officer

CRAIG LEFEBER
CHIEF COMPLIANCE OFFICER
5808 MEADOW RIDGE COURT
GLEN ALLEN
VA
United States
Tel: 585-305-8518
Fax: 804-442-7076
(Full email address available in API data)

Regulatory Contact

KEITH EDWARD CONDEMI
MEMBER
1630 EMPIRE BLVD
SUITE 100
WEBSTER
NY
United States
Tel: (585) 231-1595
Fax: (585) 231-1589
(Full email address available in API data)

Industry Affiliates

EQUIMARK INSURANCE AGENCY Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
RICHARD, ROBERT, NORMAND Individual – MEMBER 01/2017 10-25%
CONDEMI, KEITH, EDWARD Individual – MANAGING MEMBER 01/2017 50-75%
SMITH, JEFFREY, DAVID Individual – MEMBER 01/2017 5-10%
BERMAN, BRUCE, ANDREW Individual – MEMBER 01/2017 10-25%
IFRACH, SHARON Individual – MEMBER 01/2017 5-10%
FINGON, COLLIN, ROBERT Individual – MEMBER 01/2017 5-10%
PAUL, MARTIN, EUGENE Individual – MEMBER 01/2017 5-10%
LEFEBER, CRAIG, DONALD Individual – MEMBER/CCO 01/2017 5-10%
FLORIN, MELISSA, MARY Individual – MEMBER 01/2017 < 5%
DEJESUS, LOURDES, MICHEL Individual – MEMBER 01/2017 < 5%

No. Employees, Historic

30150201920202021202220232024202512 on 4/3/201912 on 4/11/201912 on 4/15/201915 on 5/8/201915 on 10/22/201915 on 11/20/201919 on 1/21/202019 on 3/9/202019 on 3/18/202019 on 3/19/202019 on 4/16/202020 on 6/9/202019 on 6/24/202014 on 7/27/202014 on 7/28/202014 on 8/25/202014 on 9/23/202018 on 12/21/202019 on 1/19/202119 on 3/16/202119 on 4/22/202119 on 7/19/202119 on 3/18/202219 on 4/14/202219 on 5/9/202218 on 6/2/202220 on 9/26/202220 on 11/7/202220 on 3/22/202319 on 3/31/202319 on 3/31/202319 on 6/23/202319 on 8/8/202318 on 9/6/202320 on 9/15/202320 on 10/23/202320 on 2/14/202421 on 2/16/202421 on 3/11/2024

RAUM, Historic

400M200M02019202020212022202320242025155996688 on 4/3/2019155996688 on 4/11/2019155996688 on 4/15/2019155996688 on 5/8/2019155996688 on 10/22/2019155996688 on 11/20/2019155996688 on 1/21/2020239558227 on 3/9/2020239558227 on 3/18/2020239558227 on 3/19/2020239558227 on 4/16/2020239558227 on 6/9/2020239558227 on 6/24/2020239558227 on 7/27/2020239558227 on 7/28/2020239558227 on 8/25/2020239558227 on 9/23/2020239558227 on 12/21/2020239558227 on 1/19/2021239475020 on 3/16/2021239475020 on 4/22/2021239475020 on 7/19/2021328286711 on 3/18/2022328286711 on 4/14/2022328286711 on 5/9/2022328286711 on 6/2/2022328286711 on 9/26/2022328286711 on 11/7/2022323153830 on 3/22/2023323153830 on 3/31/2023323153830 on 3/31/2023323153830 on 6/23/2023323153830 on 8/8/2023323153830 on 9/6/2023323153830 on 9/15/2023323153830 on 10/23/2023323153830 on 2/14/2024323153830 on 2/16/2024388387230 on 3/11/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025481 on 4/3/2019481 on 4/11/2019481 on 4/15/2019481 on 5/8/2019481 on 10/22/2019481 on 11/20/2019481 on 1/21/2020529 on 3/9/2020529 on 3/18/2020529 on 3/19/2020529 on 4/16/2020529 on 6/9/2020529 on 6/24/2020529 on 7/27/2020529 on 7/28/2020529 on 8/25/2020529 on 9/23/2020529 on 12/21/2020529 on 1/19/2021668 on 3/16/2021668 on 4/22/2021668 on 7/19/2021740 on 3/18/2022740 on 4/14/2022740 on 5/9/2022740 on 6/2/2022740 on 9/26/2022740 on 11/7/2022934 on 3/22/2023934 on 3/31/2023934 on 3/31/2023934 on 6/23/2023934 on 8/8/2023934 on 9/6/2023934 on 9/15/2023934 on 10/23/2023934 on 2/14/2024934 on 2/16/20241028 on 3/11/2024