# Brightwork Wealth Management, LLC

> Brightwork Wealth Management, LLC is a state-registered investment advisory firm in Colorado Springs, CO, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 26, 2026.

- CRD: 338724
- Filed as: BRIGHTWORK WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Colorado Springs, CO
- Filing period: October 2026
- Form ADV filing dated: July 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338724
- AdvisorCensus page: https://advisorcensus.com/firm/brightwork-wealth-management-llc-colorado-springs-co-338724

## Quick answers

**How is Brightwork Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brightwork Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Brightwork Wealth Management, LLC located?**
Brightwork Wealth Management, LLC's principal office is in Colorado Springs, CO, according to its Form ADV.

**Is Brightwork Wealth Management, LLC registered with the SEC or a state?**
Brightwork Wealth Management, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338724.

**How much does Brightwork Wealth Management, LLC manage?**
Brightwork Wealth Management, LLC reports $33,989,257 in regulatory assets under management in its Form ADV filing dated July 26, 2026 (100% discretionary).

**What types of clients does Brightwork Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (13).

**Does Brightwork Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338724

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $33,989,257
- Discretionary: $33,989,257
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $13,696,247 |
| High net worth individuals | 13 | $20,293,010 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brightworkwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brightwork Wealth Management, LLC (CRD 338724): Form ADV filing data as of October 2026.