Skip to content

Bright Wealth AdvisorsFinancial advisor in Mission Viejo, CA

Bright Wealth Advisors is a financial advisor at 27201 Puerta Real #300, Mission Viejo, CA 92691, ranked #34 of 107 wealth managers in Mission Viejo and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Mission Viejo, CAUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Bright Wealth Advisors
Address27201 Puerta Real #300, Mission Viejo, CA 92691Get directions
Phone(949) 272-8654
Websitebrightwealthadvisors.com
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 3 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Mission Viejo and 11 towns within 25 miles: Ladera Ranch, Aliso Viejo, Laguna Niguel, Laguna Hills, Laguna Woods, San Juan Capistrano, Coto De Caza, Lake Forest, Rancho Santa Margarita, Laguna Beach and Dana Point.

Based in Mission Viejo, CAView on map

Opening hours

Opening hours for Bright Wealth Advisors
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Bright Wealth Advisors

How is Bright Wealth Advisors ranked in Mission Viejo?

Bright Wealth Advisors is ranked #34 of 107 wealth managers in Mission Viejo by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Bright Wealth Advisors’ hours?

Bright Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Bright Wealth Advisors serve?

Serves Mission Viejo and 11 towns within 25 miles: Ladera Ranch, Aliso Viejo, Laguna Niguel, Laguna Hills, Laguna Woods, San Juan Capistrano, Coto De Caza, Lake Forest, Rancho Santa Margarita, Laguna Beach and Dana Point. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Bright Wealth Advisors?

Bright Wealth Advisors has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Bright Wealth Advisors?

Call Bright Wealth Advisors on (949) 272-8654. The business is at 27201 Puerta Real #300, Mission Viejo, CA 92691. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Bright Wealth Advisors? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Bright Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Bright Wealth Advisors (this business)—635.0 (4)NoNo
Modern Wealth Advisors#32635.0 (12)——14.8 mi
EP Wealth Advisors#33635.0 (10)NoNo13.0 mi
Wealth Planning by Bob Chitrathorn#35634.8 (22)NoNo22.8 mi

See all 107 ranked wealth managers in Mission Viejo