Bright Road Wealth Management, LLC

Overview

Bright Road Wealth Management, LLC is an SEC registered investment adviser based in Anchorage, AK, registered since 2012. It reports $443M in assets under management across 2,182 accounts, with 13 employees. It has 9 investment adviser representatives.

Reported AUM

$443M

Discretionary

97%

Accounts

2,182

Average account

$203K

Employees

13

Advisory reps

9

Registered since

2012

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Brian Kent Pinkston Managing Member, Chief Compliance Officer CRD 2916032
• Jayson Dee Owens Minority Owner CRD 6618470
• Joel Daniel Hergenreter Chief Compliance Officer CRD 7390971

Advisory reps 3 of 9

• Matthew Willie Anderson Investment Adviser Rep CRD 2894797
• James Thomas Barnum Investment Adviser Rep CRD 7515625
• Rae Hartley Beck Investment Adviser Rep CRD 8152686

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

405 W 36th Ave Ste 212
Anchorage, AK 99503

County

Anchorage

Metro area

Anchorage, AK

Region

West

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: brightroadwealth.com

Every state, with registration dates

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