Bright Road Wealth Management, LLC

About Bright Road Wealth Management, LLC

<p>Anchorage-based Bright Road Wealth Management, LLC runs a multi-office RIA with teams in the Pacific Northwest, Colorado, Texas, and Washington, DC. Founded in 2016, the firm has 10 employees and reported $0.3B in AUM as of 2026.</p> <p>Bright Road is a fee-only, independent fiduciary advisor; its staff includes CERTIFIED FINANCIAL PLANNER™ professionals. The firm’s stated model is to act like a “personal CFO,” coordinating investment management, financial planning, and retirement planning with a focus on conflict-free advice.</p> <p>For employers, Bright Road works on plan design, compliance support, participant advice, and fiduciary review. The firm also takes on retirement plan fiduciary roles as both a 3(21) co-fiduciary and a 3(38) investment manager, which can shift day-to-day investment responsibility away from the plan sponsor.</p> <ul> <li>Headquarters in Anchorage, AK; offices in Austin and Corpus Christi, TX; Denver and Grand Junction, CO; Tacoma, WA; and Washington, DC</li> <li>Fee-only, fiduciary Registered Investment Advisor (RIA)</li> <li>Retirement plan services: plan design, compliance, participant advice, fiduciary audit support</li> <li>Fiduciary capacity: 3(21) and 3(38) services</li> </ul>

Website: https://brightroadwealth.com/

Founded: 2016

Employees: 10