Brightworks Wealth Management

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Baltimore
CRD Number
Website bwwealth.com
Client types

Overview

Brightworks Wealth Management is a Columbia, Maryland–based wealth management firm serving affluent individuals, families, business owners, non-profits, and foundations. The firm provides integrated investment management and comprehensive financial planning through its BrightPath™ process, coordinating every aspect of clients’ financial lives. Offerings span portfolio construction, retirement and cash-flow planning, education funding, executive transition planning, and legacy and charitable strategies. Brightworks operates as an independent practice while providing investment advice through Private Advisor Group and securities through LPL Financial, combining open-architecture investment access with institutional-grade research and technology. The firm focuses on aligning wealth with clients’ long-term goals and values.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Brightworks Wealth Management

Platform Details

Investment Preferences

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Address

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