Carey Davis
Brightwork Wealth Management · Colorado Springs, Colorado
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.
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Facts
| Firm | Brightwork Wealth Management |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $34.0M across 131 accounts |
| SEC registration | Investment adviser representative in CO · CRD 7973216 |
| Exams passed | Series 66 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.brightworkwealth.com |
How Carey's firm compares
- Brightwork Wealth Management's average account is about $259,000, from its Form ADV (assets managed divided by 131 accounts).
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Questions about Carey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Brightwork Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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