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Family Trustee · Bright Wealth Management, LLC

Mary K. Bearden

CRD 7642472 · Named on Form ADV at one SEC-registered adviser

At a glance

Bright Wealth Management, LLC, an SEC-registered wealth manager based in Lewisville, TX with $265 million in regulatory assets, lists Mary K. Bearden on its Form ADV as Family Trustee, a control person.

Firms and roles

AtlasMembers

Mary’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Paul L ThibodeauxPresident/managing Director/chief Compliance Officer, Bright Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.