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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: BRIGHTREE WEALTH MANAGEMENT, LLCCRD Number: 304721OtherThanAnnual Amendment

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What is adv part 2a brochure?

The ADV Part 2A brochure is a required document that investment advisers must provide to clients, outlining the adviser's services, fees, and business practices.

Who is required to file adv part 2a brochure?

All registered investment advisers with the SEC or state regulators are required to file the ADV Part 2A brochure.

How to fill out adv part 2a brochure?

To fill out the ADV Part 2A brochure, advisers must provide detailed information about their firm, including its services, fees, investment strategies, and any disciplinary history.

What is the purpose of adv part 2a brochure?

The purpose of the ADV Part 2A brochure is to provide potential and existing clients with essential information about the adviser to help them make informed decisions.

What information must be reported on adv part 2a brochure?

The ADV Part 2A brochure must report information such as the adviser's business structure, services offered, fees and compensation, disciplinary history, and conflicts of interest.

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