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Timothy Michael Kugel

Bright Lake Wealth Management, LLC

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About Timothy Michael Kugel

Timothy Michael Kugel is an investment advisor representative at Bright Lake Wealth Management, LLC. Timothy has been in the financial industry since December 2015. He is registered as an investment advisor representative in California. Timothy holds a Series 65 license. He offers financial planning, selection of other advisors, and portfolio management services for individuals and businesses.

Firm Information

Timothy Kugel is currently registered with Bright Lake Wealth Management, LLC. Bright Lake Wealth Management, LLC is a registered investment advisor with three licensed agents and three investment advisor representatives. They manage approximately $57.6 million in assets for 488 clients, primarily individuals. The firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. They also provide services to high-net-worth individuals and other individuals, with approximately $11.9 million and $45.7 million in assets under management for these groups, respectively.

$57.58M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Timothy Kugel’s Registration & Firm History

CA

12/05/2024 - Present

Bright Lake Wealth Management, LLC (REDDING CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Michael Kugel.
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