A complete list of active advisors currently associated with Brightwork Wealth Management, LLC
Warmer can help you find a great advisor at Brightwork Wealth Management, LLC or one who fits your needs even better.
Brightwork Wealth Management, LLC is a fee-only registered investment adviser that serves individual and high-net-worth clients, delivering wealth management services that combine discretionary investment management with integrated financial planning provided at no separate charge. The firm reports approximately $20.7 million in assets under management for about 41 clients and operates with a two-advisor team. The firm maintains proprietary model portfolios that can be used alone, combined, or customized, and implements portfolios using a mix of individual securities, ETFs, and mutual funds with a philosophy informed by Modern Portfolio Theory and a blend of passive and active management. It generally manages client accounts on a discretionary basis, permits reasonable client-imposed restrictions in writing, and requires clients to establish custody at a single institutional custodian (Charles Schwab), leveraging that platform’s execution, reporting, and practice-support services. Noteworthy aspects include the firm’s recent formation in 2025 and its compact organizational structure—reviews and oversight are performed by the principals—which is atypical relative to larger peers. One principal holds an active insurance license but does not sell insurance products or receive related compensation, and the firm explicitly describes itself as fee-only while disclosing the custodial relationship and associated potential conflicts arising from custodial support services.
To learn more about the advisors currently working at Brightwork Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Colorado Springs, CO
| —
| |
Colorado Springs, CO
| 2
|
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