Wealth manager, independent · Shelton, CT
Bridgelight Financial Advisors, Inc
SEC-registered investment adviser · CRD 139518 · SEC 801-134346
At a glance
Bridgelight Financial Advisors, Inc is an SEC-registered investment adviser based in Shelton, Connecticut, with $151 million in regulatory assets under management as of its Form ADV filed September 8, 2026. Its largest client group by assets is individuals, and it reports 246 individual clients. By Form ADV it is a wealth manager, ranked 6,864th of 8,915 wealth managers and 13,661st of 17,210 SEC-registered advisers by assets.
Main office 203-795-7080bridgelightadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $151M
- Rank among wealth managers
- #6,864 of 8,915
- Rank among all SEC RIAs
- #13,661 of 17,210
- Rank in Connecticut
- #450 of 507
- Individual clients
- 246
- High-net-worth clients
- 36
- Accounts
- 718
- Discretionary
- 99% of AUM
- Employees
- 3
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- William T. LeavittPresident, CCO
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 210 | $90M | 60% |
| High-net-worth individuals | 36 | $61M | 40% |
Disciplinary disclosures
Bridgelight Financial Advisors, Inc answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗bridgelightadvisors.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 5,394 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Bridgelight Financial Advisors, Inc manage?
Bridgelight Financial Advisors, Inc reports $151 million in regulatory assets under management across 718 accounts, 99% of it on a discretionary basis, on its Form ADV filed September 8, 2026.
What kind of firm is Bridgelight Financial Advisors, Inc?
Bridgelight Financial Advisors, Inc is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Bridgelight Financial Advisors, Inc’s clients?
By assets, its largest client types are individuals ($90 million, 210 clients); high-net-worth individuals ($61 million, 36 clients).
Does Bridgelight Financial Advisors, Inc have any disciplinary history?
Bridgelight Financial Advisors, Inc answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Bridgelight Financial Advisors, Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-08), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →