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Layton Kyle Paloutzian

Bright Lake Wealth Management, LLC

Redding, CA

CRD 8119383

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Employer firm

Bright Lake Wealth Management, LLC CRD 323513

$104M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Bright Lake Wealth Management, Llc

1445 Victor Ave, Suite D, Redding, CA 96003 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-16
  • CA RA
    APPROVED
    Since 2025-06-16

Branch Locations

1445 Victor Ave, Suite D, Redding, CA 96003 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bright Lake Wealth Management, Llc Redding CA 12/2024 05/2025
Lenity Management Redding CA 07/2023 12/2024
Southern Il University Carbondale Carbondale IL 01/2021 05/2023
Country Strong Fitness Palo Cedro CA 08/2020 12/2024
City Of Redding Redding CA 05/2015 08/2020
Bright Lake Wealth Management, Llc Redding CA 06/2025 Present
  • 12/2024 → 05/2025
    Redding, CA
  • 07/2023 → 12/2024
    Lenity Management
    Redding, CA
  • 01/2021 → 05/2023
    Southern Il University Carbondale
    Carbondale, IL
  • 08/2020 → 12/2024
    Country Strong Fitness
    Palo Cedro, CA
  • 05/2015 → 08/2020
    City Of Redding
    Redding, CA
  • 06/2025 → Present
    Redding, CA
Other Businesses

1) Bright Lake Financial, Inc.; YES INVESTMENT RELATED;1445 Victor Ave Suite D Redding, CA 96003; INSURANCE SALES; California Insurance Agent, License #4464167 ; START DATE 09/2016; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-22
  • S65 Uniform Investment Adviser Law Examination
    2025-05-22

View on SEC IAPD

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