Brightwork Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brightwork Wealth Management serves individual and high-net-worth clients by providing wealth management that combines discretionary investment management with integrated financial planning. The firm operates as a fee-only advisor and states that financial planning is provided as part of its wealth management service at no separate charge.
The firm builds and maintains proprietary model portfolios that can be used alone or blended and emphasizes asset allocation informed by modern portfolio theory, using a mix of passive and active funds as well as individual securities. It conducts fundamental and mutual fund/ETF analysis, typically manages accounts on a discretionary basis, and requires clients to establish custody with Charles Schwab, leveraging Schwab’s institutional platform and related services.
Noteworthy features include the firm’s recent formation (September 2025) and a small, principal-led structure with two founders directly involved in account reviews. The brochure also discloses that a principal holds an insurance license but that the firm will not sell insurance products to clients, that financial planning is not offered as a standalone engagement, and that the firm does not vote client proxies—characteristics that distinguish it from many peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.70% $2,000,001+: 0.35%
Account minimum: $150,000 Fee-only: Fee-only firm; no commissions or other types of compensation received.
Main office
7035 Campus Dr, Ste 804
Colorado Springs CO 80920
Advisors at this office
2
Most active in
Arizona · Colorado
Also doing business as
Brightwork Wealth Management · Brightwork Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Christopher D
CFP®, Series 66
Colorado Springs, CO
Brightwork Wealth Management, LLC
Christopher Davis is a CFP® and holds a Series 66 license with three years of industry experience. He has worked at Brightwork Wealth Management, LLC since 2025 and previously held roles at Kestra Advisory, Kestra Investment Services, LLC, and Cambridge Investment Research. Prior to his financial advisory career, he served 20 years in the United States Coast Guard. Brightwork Wealth Management, LLC serves individual and high-net-worth clients by providing fee-only wealth management that integrates discretionary investment management with financial planning at no additional charge. The firm employs proprietary model portfolios, emphasizes asset allocation informed by modern portfolio theory, and typically manages accounts on a discretionary basis through Charles Schwab’s institutional platform.
Carey D
Series 66
Colorado Springs, CO
Brightwork Wealth Management, LLC
Carey Davis is a financial advisor at Brightwork Wealth Management, LLC with a Series 66 credential and one year of industry experience. Prior to his current role, he served in the United States Air Force for 11 years and continues to serve in the Utah Air National Guard. Brightwork Wealth Management serves individual and high-net-worth clients by providing fee-only wealth management that integrates discretionary investment management with financial planning. The firm emphasizes asset allocation using proprietary model portfolios and a blend of passive and active investments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)