# Carey Davis

> Carey Davis is a fee-only financial advisor at Brightwork Wealth Management in Colorado Springs, Colorado. Brightwork Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/carey-davis/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Brightwork Wealth Management
- **Based in:** Colorado Springs, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $34.0M across 131 accounts
- **CRD:** 7973216 (https://adviserinfo.sec.gov/individual/summary/7973216)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 66 (2026)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.brightworkwealth.com/

## Frequently asked questions

### Is Carey Davis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carey holds no broker registration, and Brightwork Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carey charge for financial advice?

Carey's firm, Brightwork Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Carey Davis based?

Carey Davis is based in Colorado Springs, Colorado.

### Is Carey Davis registered with the SEC?

Yes. Carey Davis is registered as an investment adviser representative in CO (CRD 7973216), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Brightwork Wealth Management manage?

Brightwork Wealth Management reports $34.0M across 131 accounts in assets under management.

### How do I contact Carey Davis?

Through Carey's website, www.brightworkwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7973216): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.brightworkwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.