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Brightworks Financial Planning LLC
BRIGHTWORKS FINANCIAL PLANNING LLC is an SEC-registered investment adviser in LEXINGTON, SC. The firm manages approximately $84 million in regulatory assets.
Brightworks Financial Planning LLC
BRIGHTWORKS FINANCIAL PLANNING LLC is an SEC-registered investment adviser in LEXINGTON, SC. The firm manages approximately $84 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs Brightworks Financial Planning LLC?
No named principals or investment professionals have been identified from public records. The firm does not appear to publicly disclose its leadership structure.
What is Brightworks Financial Planning LLC's investment strategy?
The firm's investment strategy is not publicly detailed. Its name indicates a focus on financial planning, but specific asset-class mix or direct investment activity has not been reported.
Where is Brightworks Financial Planning LLC headquartered?
The firm's headquarters location is not available from public sources. No address has been found in regulatory filings or firm communications.
What is the AUM of Brightworks Financial Planning LLC?
The firm does not publicly disclose its assets under management. No estimates from external sources are available.
Is Brightworks Financial Planning LLC a single family office or a multi-family office?
The firm is registered as an RIA but its specific structure—whether single-family, multi-family, or other—is not publicly confirmed. Its name suggests financial planning services rather than a dedicated family office.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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