Bright Futures Wealth Management, Llc
- Regulatory AUM
- $295M
- Discretionary
- $294M
- Clients
- 885
- Avg AUM / client
- $333K
- Accounts
- 1,401
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Apr 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 774 | $173M | 58.8% |
| High net worth individuals | 105 | $120M | 40.6% |
| Pension and profit sharing plans | 2 | $511K | 0.17% |
| Charitable organizations | 2 | $796K | 0.27% |
| Corporations and other businesses | 2 | $260K | 0.09% |
People (20)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bruce Andrew Berman | Member | Jan 2017 (10y) | 10% – 25% | |
| Collin Robert Fingon | Member | Jan 2017 (10y) | 5% – 10% | |
| Craig Donald Lefeber | Member/Cco | Jan 2017 (10y) | 5% – 10% | |
| Dejesus, Lourdes, Michel | Member | Jan 2017 (10y) | Less than 5% | |
| Florin, Melissa, Mary | Member | Jan 2017 (10y) | Less than 5% | |
| Jeffrey D Smith | Member | Chartered Financial Consultant | Jan 2017 (10y) | 5% – 10% |
| Keith Edward Condemi | Managing Member | CFA | Jan 2017 (10y) | 50% – 75% |
| Martin Eugene Paul | Member | Jan 2017 (10y) | 5% – 10% | |
| Robert Normand Richard | Member | Jan 2017 (10y) | 10% – 25% | |
| Sharon Ifrach | Member | Jan 2017 (10y) | 5% – 10% | |
| Patrice Aileen Lancelot | Registered representative | Chartered Financial Consultant | Aug 2021 (5y) | |
| David W Treichler | Registered representative | CFP | Aug 2021 (5y) | |
| Mark Samuel Santelli | Registered representative | Aug 2021 (5y) | ||
| Dylan Thomas Shaw | Registered representative | Aug 2021 (5y) | ||
| Kevin Fahy | Registered representative | Sep 2021 (5y) | ||
| David Joseph Perrotto | Registered representative | Sep 2021 (5y) | ||
| Jerry Neil Hefley | Registered representative | Sep 2021 (5y) | ||
| Gregory John Halstead | Registered representative | Sep 2021 (5y) | ||
| Robert C Hayes | Registered representative | Aug 2022 (4y) | ||
| David Alexander Arthur Dupuis | Registered representative | May 2025 (1y) |
Undisclosed: 0% – 5% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 1 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $271M (92% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 22, 2026.
View current Form ADV (SEC/IAPD) ↗