RIA Intel›Advisers›Colorado›BRIGHTWORK WEALTH MANAGEMENT, LLC

BRIGHTWORK WEALTH MANAGEMENT, LLC

Advisory

COLORADO SPRINGS, CO

Data as of Jul 26, 2026 · Source: SEC Form ADV

Average account
$259K
across 131 accounts
AUM per adviser
$17M
2 advisers

Source: SEC Form ADV. Figures as filed Jul 26, 2026.

Total AUM
$34M
Discretionary %
100%
Clients
46
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$34M
Discretionary AUM$34M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients46
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

COMMONWEALTH INVESTMENT ADVISORS LLC
DENVER, CO
$34M
BUSWELL ASSOCIATES, INC.
$34M
THE PLANNERS INC.
FORT COLLINS, CO
$34M
BLUEPRINT FINANCIAL SERVICES, INC.
ARVADA, CO
$33M
PERSONAL BENEFIT SERVICES OF COLORADO, INC.
WHEATRIDGE, CO
$33M
0.0% 1Y
ASPEN WEALTH PLANNERS LLC
$35M

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