Waylon Michael Bell
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.
- Bright Lake Wealth Management, LLCMar 2025 to now
- University of California Santa BarbaraAug 2023 to May 2025
- Shasta CollegeAug 2021 to May 2023
- Foothill High SchoolAug 2017 to May 2021
- StudentJan 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8254603
- Firm CRD
- 323513