Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Aug 2026 · 1 SOURCES
BrightPath Wealth Advisors LLC
Multi family office in the United States, founded 2004.
Identity
- HEADQUARTERS
- United States
- FOUNDED
- 2004
Overview
Founded in 2004, this multi family office has its headquarters in the United States. 5 people are named on its team.
People
- Pete KozakCFP® — Principal · source
- Julie KremerOffice Manager & Operations · source
- Nicole VertzPara-Planner & Operations · source
- Jared MartinAssociate · source
- Holly LarsonOperations · source
Frequently asked questions
BrightPath Wealth Advisors LLC is a multi family office based in the United States, founded in 2004.
BrightPath Wealth Advisors LLC does not publicly state whether it puts its own money into companies or invests through funds.
Key people at BrightPath Wealth Advisors LLC include Pete Kozak (CFP® — Principal), Julie Kremer (Office Manager & Operations), Nicole Vertz (Para-Planner & Operations) and Jared Martin (Associate).