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Layton Kyle Paloutzian

Investment adviser representative at Bright Lake Wealth Management, LLC
11 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

11 years in the industry.

  1. Bright Lake Wealth Management, LLCJun 2025 to now
  2. Bright Lake Wealth Management, LLCDec 2024 to May 2025
  3. Lenity ManagementJul 2023 to Dec 2024
  4. Southern Il University CarbondaleJan 2021 to May 2023
  5. Country Strong FitnessAug 2020 to Dec 2024
  6. City of ReddingMay 2015 to Aug 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

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
8119383
Firm CRD
323513
Advisor's SEC record (opens in a new tab)
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