CRD: 338724
Brightwork Wealth Management, LLC
$20.7M Total AUM
$20.7M Disc. AUM
-- 3Y CAGR
2 Employees
41 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-14-2025
- Office Locations
- 1
Office Locations
-- Colorado Springs CO
About Brightwork Wealth Management, LLC
Brightwork Wealth Management, LLC is a planning-centric RIA providing financial planning and wealth management for U.S. military members, federal employees, and their families, with deep expertise in military/civil service benefits and TSP decisions. Portfolios are largely ETF-based, custodied at Charles Schwab, and the firm is launching a podcast in January 2026.
Team overview
-- AVG AGE
$10.4M AVG AUM / ADVISOR
$505.4K AVG AUM / CLIENT
0.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
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Asset Classes
Fusion prime Eagle unison
Custodian
Optima Fusion Harbor ember
Investment Themes
Momentum delta Capital
Investment Vehicles
Eagle
Services
Atlas legacy Quantum unison Summit Timber Insight Pioneer
Owner & Executives
C
Christopher James Davis
Chief Compliance Officer, FOUNDER
- CRD
- #7687963
- Ownership
- 50% but less than 75%
(331) 969-8716
signal.ridge@radialcapital.com
in linkedin.com/in/vertex-harbor
C
Carey Reinoehl Davis
Chief Operating Officer, FOUNDER
- CRD
- #7973216
- Ownership
- 25% but less than 50%
(208) 343-9105
horizon.timber@glaciercapital.com
in linkedin.com/in/ridge-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,719,520 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,719,520 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,719,520
Equity - Exchange:
38.2% Public Funds:
36.0% Cash:
25.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,061,823,752 | 38.2% |
| Public Funds | $2,885,488,352 | 36.0% |
| Cash | $2,067,933,319 | 25.8% |
| Total | $8,015,245,423 | 100.0% |