9AT: BRIGHT FUTURES WEALTH MANAGEMENT, LLC

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser FINANCIAL PLAN, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.6b	#Funds-
Adviser MERKLE RETIREMENT PLANNING	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM568.8m	#Funds-
Adviser SUCCESSFUL MONEY STRATEGIES INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM227.1m	#Funds-
Adviser ERICKSON FINANCIAL GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM198.9m	#Funds-
Adviser ALTURA WEALTH ADVISORS INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM250.1m	#Funds-
Adviser CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM131.3m	#Funds-
Adviser ROOTED PLANNING GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM157.0m	#Funds-
Adviser D.A.C. DAVIS INVESTMENT COUNSEL, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM12.9m	#Funds-
Adviser R & R FINANCIAL PLANNERS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM60.1m	#Funds-
Adviser BLUE WATER ASSET MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM428.5m	#Funds-

Brochure Summary

Overview

Bright Futures Wealth Management, LLC (hereinafter “BFWM”) offers the following services to advisory clients: A. Description of Services BFWM participates in and sponsors a wrap fee program, which allows BFWM to manage client accounts for a single fee that includes both portfolio management services and brokerage costs. The fee schedule is set forth below: Total Assets Under Management Maximum Annual Fees $0 - $10,000 2.75% $10,001 - $250,000 2.75% $250,001 - $500,000 2.50% $500,001 - $1,000,000 2.00% $1,000,001 - $2,500,000 1.75% $2,500,001 - $5,000,000 1.50% $5,000,001 - $100,000,000 1.25% These fees are negotiable depending upon the needs of the client and complexity of the situation and the final fee schedule is attached as Exhibit II of the client contract. BFWM uses the last day of previous billing period for purposes of determining the market value of the assets upon which the advisory fee is based. Advisory fees are withdrawn directly from the client’s accounts with client’s written authorization or may be invoiced to the client and paid by check, cash, credit card, or wire and clients may select the method in which they are billed. Fees may be paid in arrears or quarterly in advance. For accounts charged in advance, refunds are given on a prorated basis, based on the number of days remaining in the billing period on the effective date of termination. The fee refunded will be the balance of the fees collected in advance minus the daily rate* times the number of days in the

billing period up to and including the effective date of termination. (*The daily rate is calculated by dividing the annual fee by 365). Clients may terminate the contract without penalty, for full refund, within five business days of signing the contract for payments in advance. Thereafter, clients may terminate the contract with thirty days’ written notice. B. Contribution Cost Factors The program may cost the client more or less than purchasing such services separately. There are several factors that bear upon the relative cost of the program, including the trading activity in the client’s account, the adviser’s ability to aggregate trades, and the cost of the services if provided separately (which in turn depends on the prices and specific services offered by different providers). C. Additional Fees Clients who participate in the wrap fee program will not have to pay for transaction or trading fees. However, clients are still responsible for all other account fees, such as annual IRA fees to the custodian and mutual fund fees. D. Compensation of Client Participation Representatives of BFWM may receive any additional compensation beyond advisory fees for the participation of client’s in the wrap fee program. Compensation received may be more than what would have been received if client paid separately for investment advice, brokerage, and other services. Therefore, BFWM may have a financial incentive to recommend the wrap fee program to clients.

As of Date	04/22/2026
Registration	SEC, Approved, 01/03/2017
ADV Location	WEBSTER, NY, United States
Contact Info	(58 xxxxxxx
Websites

AUM^*	294,526,272 16%
of that, discretionary	293,529,781 16%
Number of Employees	14 -13%
of those in investment advisory functions	14 -13%
Private Fund GAV^*	0
Avg Account Size	210,226 16%
% High Net Worth	11.86% -1%
SMA’s	Yes
Private Funds	0

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