SourcingSourcing

BRIDGELIGHT FINANCIAL ADVISORS, INC

C49
CRD 139518·SEC 801-134346·SHELTON, CT
AUM
$150.8M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$452K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRIDGELIGHT FINANCIAL ADVISORS, INC
CRD
139518
SEC file #
801-134346
EIN
—
DBA names
—

Economics

AUM
$150.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$139.0M → $150.8M▲ +8%
Client mix
Individuals Other210
Individuals High Net Worth36

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
SHELTON CT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
bridgelightadvisors.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEAVITT, WILLIAM, THOMAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
LEAVITT, WILLIAM, THOMAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BRIDGELIGHTADVISORS.COM
Rdap Domain Creation Date
2015-12-11T16:44:15Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-12-11T16:44:15Z
Rdap Domain Last Changed
2025-12-09T21:04:48Z
Rdap Nameservers
Ns1.advisorstech.netNs2.advisorstech.netNs3.advisorstech.netNs4.advisorstech.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2408292
Trust Company Affiliate
No

People (3)

3
LEAVITT, WILLIAM, THOMAS
IAR · Direct Owner · 87.5%
2408292
Aidan Christopher Reed
IAR
8152776
Tyler Joseph D'Amore
IAR
7377107