# Bright Road Wealth Management, LLC
Source: https://planprovider.pro/provider/bright-road-wealth-management-llc

> Anchorage-based Bright Road Wealth Management, LLC runs a multi-office RIA with teams in the Pacific Northwest, Colorado, Texas, and Washington, DC. Founded…

Retirement Plan Advisor

Anchorage, AK

## 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/](https://brightroadwealth.com/)

Founded: 2016

Employees: 10

## Office Locations

- Austin, TX

- Denver, CO

- Washington, DC

- Corpus Christi, TX

- Grand Junction, CO

- Tacoma, WA

- Anchorage, AK (Headquarters)

## Accreditations & Certifications

- CFP®

- RIA

- Other

## Services Offered

- Fiduciary Audit Services

- Compliance Services

- Plan Design Consulting

- Participant Investment Advice

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $349.5M

## Other Retirement Plan Advisors in AK

- [Alaska Retirement Solutions](https://planprovider.pro/provider/alaska-retirement-solutions) - Anchorage, AK

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