Public Disclosure


Check the background of this firm on FINRA’s BrokerCheck.

Bright Road Wealth Management, LLC (“BRWM”), is an investment adviser registered with the United States Securities and Exchange Commission (the “SEC”).

You may find more information about BRWM in the following requisite SEC filings:

Form CRS – BRWM 2021

BRWM Form ADV Part 2A 2021

BRWM Form ADV 2B – Brian Pinkston 2021

BRWM Form ADV 2B – Jayson Owens 2021

BRWM Form ADV 2B – Jennifer Gastrock 2021

BRWM Form ADV 2B – Matthew Anderson 2021

BRWM Form ADV 2B – Matthew Merrill 2021



The information on this website is for informational purposes only and does not constitute a complete description of our investment services or performance. No part of this site nor the links contained therein is a solicitation or offer to sell securities. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.

This website may contain links to third-party websites.  These links are provided solely as a convenience to you and do not imply an affiliation, sponsorship, endorsement, approval, investigation, verification, or monitoring by BRWM of the contents on such third-party websites.  BRWM is not responsible for the content of any website owned by a third party that may be linked to this website regardless of whether the link is provided by BRWM or a third party. BRWM does not prepare or maintain, has not and will not review or update, and does not guarantee the accuracy, timeliness, completeness, suitability, reliability, or usefulness of any information contained on a linked third-party website.  If you decide to access linked third-party websites, you do so at your own risk.  Furthermore, no representation or warranty is provided for any software that you may download from a link from this website.
 Through this website, you may have access to information relating to securities, indexes or the securities markets (“Market Data”).  BRWM may compile or obtain this Market Data from third parties who are independent of BRWM.  Even though the sources of the Market Data provided on this website are believed to be reliable, BRWM is not responsible for, and makes no warranty with respect to the contents, accuracy, completeness, timeliness, suitability, or reliability of the Market Data.  The Market Data that may be provided is not a complete summary or statement of all available information or data.  BRWM makes no express or implied representations or warranties, including but not limited to warranties of merchantability or fitness for a particular purpose, with respect to Market Data.