Mac James Thatcher
Investment adviser representative at Bright Lake Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$103.6MFirm assets
Under 1 yearFirm in business
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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.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Bright Lake Wealth Management, LLCAug 2023 to now
- Pine Brook FinancialJan 2023 to now
- Dutch Bros CoffeeJun 2017 to Jan 2023
- Foothill High SchoolAug 2014 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bright Lake Wealth Management, LLC
$103.6MAssets managed
354Clients
6Advisers
Under 1 yearIn 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
- 7792070
- Firm CRD
- 323513