James Barnum
Bright Road Wealth Management · Denver, Colorado
James Barnum is a fee-only financial advisor at Bright Road Wealth Management in Denver, Colorado. Bright Road Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bright Road Wealth Management |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $443.3M across 2,182 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 7515625 |
| Exams passed | Series 65 (2022) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.brightroadwealth.com |
How James's firm compares
- Bright Road Wealth Management's average account is about $203,000, from its Form ADV (assets managed divided by 2,182 accounts).
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Questions about James
Is James Barnum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Bright Road Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Bright Road Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Barnum based?
James Barnum is based in Denver, Colorado.
Is James Barnum registered with the SEC?
Yes. James Barnum is registered as an investment adviser representative in CO and TX (CRD 7515625), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bright Road Wealth Management manage?
Bright Road Wealth Management reports $443.3M across 2,182 accounts in assets under management.
How do I contact James Barnum?
Through James's website, www.brightroadwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Denver
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
- 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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