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Layton K. Paloutzian

BRIGHT LAKE WEALTH MANAGEMENT
REDDING, CA 96003
CRD#: 8119383
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LP
Layton Kyle PaloutzianBRIGHT LAKE WEALTH MANAGEMENT

Professional summary

Layton Kyle Paloutzian is a registered financial advisor currently at BRIGHT LAKE WEALTH MANAGEMENT, LLC located in Redding, California.

Layton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Layton has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Layton Kyle Paloutzian's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 16, 2025 - Present

BRIGHT LAKE WEALTH MANAGEMENT, LLC

Office #1: 1445 Victor Ave, Suite D, Redding, CA 96003
RIA
CRD#: 323513
REDDING, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/16/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/22/2025
Uniform Investment Adviser Law Examination

Current Firm

BL
BRIGHT LAKE WEALTH MANAGEMENT, LLC
BRIGHT LAKE FINANCIAL, INC. | PINE BROOK WEALTH MANAGEMENT LLC | BRIGHT LAKE WEALTH MANAGEMENT, LLC

CRD#: 323513 / SEC#: 801-135764

California
Registered Investment Advisory firm - (1/4/2023 Approved)
Oregon
Registered Investment Advisory firm - (2/11/2023 Approved)
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Contact information

Main Address
1445 Victor Ave, Suite D, Redding, CA 96003
Mailing Address
Phone number
(530) 395-0202
Established
Firm type
Fiscal year end
# of Employees
17

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PINE BROOK WEALTH MANAGEMENT 2A AND 2B (3/5/2026)

Regulatory assets under management

Total Number of Accounts919
AUM (Assets Under Management)$ 103,644,423

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BRIGHT LAKE WEALTH MANAGEMENT, LLC

CRD#: 323513Redding, CA 96003

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