Eric Stats
Brighton Wealth Management · Cottonwood Heights, Utah
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.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
- Retirees
- Pre-retirees
- Multi-generational families
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 |
| Assets under management | $131.9M across 293 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX, UT · CRD 2161085 |
| Exams passed | Series 63 (2001) · Series 65 (1995) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.brightonwealth.com |
| Profile |
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Questions about Eric
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Brighton Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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