Brightwork Wealth Management, LLC

Brightwork Wealth Management, LLC is a Texas-based SEC-registered investment adviser serving high-net-worth individuals.

Brightwork Wealth Management, LLC

BRIGHTWORK WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser with $21 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

General information

Firm type

Asset Manager

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who runs investment decisions at Brightwork Wealth Management?

No named principals are publicly identified. The firm's leadership team is not listed on any accessible public registry or disclosure document.

How does Brightwork Wealth Management source proprietary deal flow?

There is no public record of Brightwork's sourcing model. The firm may rely on standard broker-dealer relationships or direct outreach, but this is unconfirmed.

Is Brightwork Wealth Management structured as a single family office or a multi-client RIA?

Brightwork Wealth Management, LLC is registered with the SEC as a non-discretionary investment adviser, suggesting it serves multiple clients rather than operating as a single-family office.

What investment stages does Brightwork Wealth Management typically target?

No specific stage targets are publicly known. The firm's client assets may be allocated across traditional public markets and private investments, but details remain non-public.

Does Brightwork Wealth Management maintain any philanthropic structures?

There is no public record of affiliated foundations or charitable vehicles associated with Brightwork Wealth Management.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.