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Andrew Paul Sweere

Investment adviser representative at Bright Angel Advisors LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$224.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Bright Angel Advisors LLCAug 2022 to now
  2. M J Barrett & Company PllcAug 2021 to now
  3. Deloitte Tax LLPJul 2017 to Aug 2021
  4. Full-time University StudentAug 2013 to Jul 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (MN, TX).

Bright Angel Advisors LLC

$224.1MAssets managed
35Clients
2Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7611356
Firm CRD
311704
Advisor's SEC record (opens in a new tab)
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