# Eric Stats

> Eric Stats is a fee-only financial advisor at Brighton Wealth Management in Cottonwood Heights, Utah, who holds the CFA credential. Eric focuses on family wealth transfer, retirement planning and founders (pre-exit). Brighton Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/eric-stats/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Brighton Wealth Management
- **Based in:** Cottonwood Heights, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $131.9M across 293 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer, Retirement planning, Founders (pre-exit)
- **Works with:** Founders, Executives, Physicians, Retirees, Pre-retirees, Multi-generational families
- **CRD:** 2161085 (https://adviserinfo.sec.gov/individual/summary/2161085)
- **SEC registration:** Investment adviser representative in TX, UT
- **Exams passed:** Series 63 (2001), Series 65 (1995)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.brightonwealth.com

## Frequently asked questions

### Is Eric Stats a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Brighton Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Eric charge for financial advice?

Eric's firm, Brighton Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Eric Stats based?

Eric Stats is based in Cottonwood Heights, Utah.

### What does Eric specialize in?

Eric's specialties include family wealth transfer, retirement planning and founders (pre-exit). Eric works with founders, executives, physicians, retirees and pre-retirees.

### What credentials does Eric Stats hold?

Eric Stats holds the CFA credential.

### Is Eric Stats registered with the SEC?

Yes. Eric Stats is registered as an investment adviser representative in TX and UT (CRD 2161085), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Brighton Wealth Management manage?

Brighton Wealth Management reports $131.9M across 293 accounts in assets under management.

### How do I contact Eric Stats?

Through Eric's website, www.brightonwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2161085): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://brightonwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.