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Bright Wealth Advisors, LLC CRD 299434
$21.9M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
27201 Puerta Real Suite 300, Mission Viejo, CA 92691 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-11 |
Branch Locations
27201 Puerta Real Suite 300, Mission Viejo, CA 92691 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2007 | 10/2018 |
| Northwestern Mutual Investment Services, Llc | Newport Beach | CA | 04/2008 | 10/2018 |
| Northwestern Mutual Investment Services, Llc | Newport Beach | CA | 11/2011 | 09/2016 |
| Bright Wealth Advisors, Llc | Irvine | CA | 12/2018 | Present |
| Bright Life Advisors, Llc Dba Bright Life Insurance Solutions | Irvine | CA | 10/2018 | Present |
| Henry Hoang, Sole Proprietor | Irvine | CA | 07/2011 | Present |
Bright Life Advisors, LLC dba Bright Life Insurance Solutions; Insurance Agent; Fixed Insurance Sales; Aprox. 20% of time spent; Started 10/2018. Henry Hoang, Sole Proprietor; Insurance Agent; Fixed Insurance Sales; Approx. 20% of time spent; Started 7/2011.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-05-03 |
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