Bright Road Wealth Management, Llc
- Regulatory AUM
- $443M
- Discretionary
- $432M
- Clients
- 622
- Avg AUM / client
- $713K
- Accounts
- 2,182
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 510 | $162M | 36.5% |
| High net worth individuals | 104 | $256M | 57.8% |
| Pension and profit sharing plans | 8 | $11.6M | 2.61% |
| Charitable organizations | Fewer than 5 clients | $13.7M | 3.09% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Netjets Aviation, Inc. 401(k) Retirement Plan Netjets Aviation, Inc. | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Kent Pinkston | Managing Member/Chief Compliance Officer | CFP CFA | May 2012 (14y) | 75% or more |
| Jayson Dee Owens | Minority Owner | CFP | Apr 2016 (10y) | Less than 5% |
| Jennifer L Gastrock | Registered representative | CFP | May 2017 (9y) | |
| Matthew Willie Anderson | Registered representative | Apr 2018 (8y) | ||
| Matthew John Merrill | Registered representative | Jan 2022 (5y) | ||
| Kelly Lynn Van Wyhe | Registered representative | CFP | Mar 2022 (4y) | |
| James Thomas Barnum | Registered representative | Mar 2025 (1y) | ||
| Rae Hartley Beck | Registered representative | CFP | Sep 2025 (1y) | |
| Matthew Alan Hunt | Registered representative | Apr 2026 (0y) | ||
| Antigone Zoe Zervas | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Netjets Aviation, Inc. 401(k) Retirement Plan | Netjets Aviation, Inc. | 4,042 | $2.5B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 982 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $419M (95% 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 05, 2026.
View current Form ADV (SEC/IAPD) ↗