Brightwork Wealth Management, LLC
Firm details
- Headquarters
- Colorado Springs, Colorado
- CRD number
- 338724
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.7%
- Individuals40.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Brightwork Wealth Management, LLC is an independent, owner-operated RIA organized as an LLC that serves individuals and families. The firm charges fees based on a percentage of assets under management and concentrates its advisory work on financial planning and portfolio management for individuals and small businesses. It does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator. The firm's public industry affiliation includes an insurance company relationship.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Carey Davis
Founder, COOCRD 7973216
Christopher Davis
Founder and CEOCRD 7687963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Colorado Springs, CO
El Paso
Location
Colorado Springs, CO
Headquartered in Colorado Springs, CO, in the West of the United States.
- Region
- West
- County
- El Paso
- Address
- 7035 Campus Dr
- Time zone
- MT (UTC-7)
- Office locations
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