Rae H. Beck

BRIGHT ROAD WEALTH MANAGEMENT

Grand Junction, CO 81507

CRD#: 8152686

Some features on this profile are disabled

Professional summary

Rae Hartley Beck, who also goes by Rae Beck, Michelle Rae Hartley, is a registered financial advisor currently at BRIGHT ROAD WEALTH MANAGEMENT, LLC located in Grand Junction, Colorado.

Rae is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Rae has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rae Beck | Michelle Rae Hartley

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 Rae Hartley Beck'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

September 10, 2025 - Present

BRIGHT ROAD WEALTH MANAGEMENT, LLC

Office #1: 750 Main St, Grand Junction, CO 81507

RIA

CRD#: 164408

Grand Junction, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRIGHT ROAD WEALTH MANAGEMENT, LLC

CRD#: 164408 / SEC#: 801-117890

RIA

Registered Investment Advisory firm - (1/16/2020 Approved)

Alaska

Registered Investment Advisory firm - (6/4/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/20/2021 Terminated)

Washington

Registered Investment Advisory firm - (6/22/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Colorado
(9/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

BRIGHT ROAD WEALTH MANAGEMENT, LLC

CRD#: 164408 / SEC#: 801-117890

RIA

Registered Investment Advisory firm - (1/16/2020 Approved)

Alaska

Registered Investment Advisory firm - (6/4/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/20/2021 Terminated)

Washington

Registered Investment Advisory firm - (6/22/2021 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

405 W. 36th Avenue Suite 212, Anchorage, AK 99503

Mailing Address

Phone number

(907) 339-1555

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (11/24/2025)

Regulatory assets under management

Total Number of Accounts	1,919
AUM (Assets Under Management)	$ 349,477,061

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.

Similar Advisors

Allan Wiltshire

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

ATHENS, GA

Mary Ann Ferreira

THE ENSEMBLE TEAM

IAR

SEATTLE, WA

Jason Valavanis

J.W. COLE FINANCIAL, INC.

MELBOURNE, FL

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Rae H. Beck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rae Hartley Beck's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIGHT ROAD WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

BRIGHT ROAD WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

BRIGHT ROAD WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRIGHT ROAD WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors