Brightwork Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 338724
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals50.39%
- HNWI49.61%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Brightwork Wealth Management, LLC is an independent, individual-owned registered investment adviser operating as an LLC that focuses on advising individuals and families. The firm provides financial planning and discretionary portfolio management aimed at individuals and small-business owners, and it charges clients on a percentage-of-assets-under-management basis. Brightwork is not structured as a capital allocator or multi-state adviser and does not market itself as an ESG-focused manager. The firm also lists an insurance company affiliation among its industry ties.
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
, null
Location
, null
Headquartered in , null.
- Office locations