Investment adviser · CRD 283790

BRIGHTPLAN LLC

Investment adviser filing (IA)

SAN JOSE, CA, United States · Form ADV filed Jun 17, 2026

Employees
53
Reported in this filing
Advisory professionals
9
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 17, 2026. View historical filings

Reported services

Financial planning · Selection of other advisers

Compensation

Fixed

Principal office

333 WEST SAN CARLOS STREET, SUITE 600
SAN JOSE, CA, 95110, United States

CRD 283790

Filing source

Form ADV 2114055 · Jun 17, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.