BRIGHTREE WEALTH MANAGEMENT, LLC
SEC RegisteredINTRODUCING RAPID RETIRE
About the firm
BrightTree Financial offers active wealth management systems targeting higher returns for potential accelerated financial freedom, using aggressive growth strategies combining stocks, options, and tactical leverage. The firm has over 50 years of combined experience in financial planning, taxes, investing, and college planning and advising. Their proprietary Rapid Retire® program is designed to position clients to retire 7-10 years sooner than expected.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Active wealth management, retirement planning, financial planning, tax planning, investing, college planning and advising, and the proprietary Rapid Retire® system.
Who they serve
Successful professionals with at least $500,000 to invest who are ready to break free from conservative investing mindsets.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 122 | $34M |
| High Net Worth Individuals | 69 | $145M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRIGHTREE WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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