# Brighton WM

> Brighton WM (iPhone/iPad app by Brighton Wealth Management, Inc..)

- Source: https://appshunter.io/ios/app/brighton-wm/id1590538030 (this page in markdown: same URL + `.md`)
- Developer: [Brighton Wealth Management, Inc.](https://appshunter.io/developer/1590538032)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2021-10-18
- Data updated: 2026-02-06
- User reviews in markdown: https://appshunter.io/ios/app/brighton-wm/id1590538030/reviews.md

## What is Brighton WM?

The BWM app allows you to easily view your portfolio values and allocations not only at Brighton Wealth Management, but at your bank, credit union, and other financial institutions. You can regularly track performance, see updates to your financial plan, and track retirement and other goals that you and your Brighton Wealth Advisor are working toward. You also have access to important documents that you have uploaded to the document portal - such as wills, trusts, deeds, titles, etc.


## Version history (last 5 releases)

### 5.22.1 — 2026-02-05

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.19.0 — 2025-05-28

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.16.0 — 2024-12-19

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-08

Bug fixes and performance updates

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-02-06.*