Brightway Wealth Planning

Brightway Wealth Planning (CRD# 307536) is a financial advisory firm headquartered in , . They manage $763,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.brightwaywealth.com/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $42,389
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Brightway Wealth Planning
Showing 1 - 1 of 1 top financial advisors.
1
Adam Bileckyj, financial advisor Poway CA
Adam P. Bileckyj
CRD#: 6650371
Poway, CA

Adam Bileckyj (CRD# 6650371) is an Investment Advisor Representative working at Brightway Wealth Planning in Poway, CA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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