Bright Angel Advisors LLC

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Client assets under management

$224,115,580

Clients

51% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$6,403,302

About

Bright Angel Advisors provides ongoing discretionary portfolio management to individuals, high‑net‑worth individuals, and charitable organizations, creating individualized Investment Policy Statements that document clients’ income, tax considerations, and risk tolerance. The firm manages roughly $224 million across a concentrated group of about 35 client accounts and typically invests in mutual funds, equities, fixed income, and ETFs, including precious‑metal ETFs.

The adviser combines fundamental and technical analysis with a long‑term trading orientation, implements asset allocation and regular monitoring, and conducts monthly reviews of client accounts. Bright Angel Advisors requires clients to custody assets at Schwab Institutional and discloses it may receive research and related services from that custodial relationship.

The principal is a licensed CPA who owns an affiliated accounting practice and may offer tax preparation and accounting services to clients, although clients are not required to use those services. The firm does not participate in wrap fee programs, does not aggregate trades across client accounts, and manages all accounts directly rather than selecting third‑party investment managers.

Client services

Portfolio management

Expertise

Wealth management

Fee options

Percentage

0.50% - 1.00%

Main office location

Bright Angel Advisors LLC

3900 Northwoods Dr., Suite 350

St. Paul MN 55112, United States

Number of offices

Most active in

Florida · Minnesota · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

612-372-0090

Advisors at this firm

Andrew S

CFP®, Series 65

St. Paul, MN

Bright Angel Advisors LLC

Andrew Sweere is a financial advisor at Bright Angel Advisors LLC in St. Paul, MN, holding a Series 65 designation with three years of industry experience. Prior to joining Bright Angel Advisors in 2022, he worked at Deloitte Tax LLP from 2017 to 2021. He is also associated with M J Barrett & Company PLLC, a CPA firm providing accounting and tax services. Bright Angel Advisors LLC offers discretionary portfolio management tailored to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term trading approach using fundamental and technical analysis and manages portfolios across mutual funds, equities, fixed income, and ETFs.

Wealth management

Michael B

Series 65

St. Paul, MN

Bright Angel Advisors LLC

Michael Barrett is a financial advisor at Bright Angel Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Heritage Capital Advisors, LLC and Moller & Barrett LLP. Barrett is based in St. Paul, MN, and currently serves clients through both Bright Angel Advisors and his own firm, M J Barrett & Company PLLC. Bright Angel Advisors provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, tailoring investment strategies to each client’s goals, tax situation, and risk tolerance. The firm employs both fundamental and technical analysis with a long-term trading approach and maintains custody of client assets at Schwab Institutional.

Wealth management

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