Brightplan LLC
Legal Name: BRIGHTPLAN LLC
Other Info
Brightplan LLC is a Limited Liability Company based in Delaware with 21 employees including 4 advisors. It currently serves 244 clients and is registered with the SEC. The firm's status is listed as Approved, with a registration date of Aug 4, 2016, making it a reliable company for financial services.
BrightPlan Total Financial Wellness
BrightPlan's financial wellness solution is built to lead all employees to financial success on their own terms at every stage of life.
Direct Owners
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MARTHIN FREDERICK DE BEER
CEO owns less than 5%
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PRUMENTUM GROUP INC.
MANAGING MEMBER owns 75% or more
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SAYED MOHAMMED DARWISH
CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER owns less than 5%
Indirect Owners
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AWAKEN PARTNERS, LLC
SHAREHOLDER owns more than 25% but less than 50%
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COCO PARTNERS, LLC
SHAREHOLDER owns more than 25% but less than 50%
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GATEWAY ADVISORS INC.
MANAGING PARTNER
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GREAT PURPOSES LLC
MANAGING MEMBER owns 75% or more
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ROBERT MARTIN WALLACE
DIRECTOR