Where are Brightworks Wealth Management employees located globally?

Brightworks Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Brightworks Wealth Management's team size changed over time?

Brightworks Wealth Management's team has remained stable from approximately 2 to 2 employees based on available data.

Brightworks Wealth Management Employee Directory

Financial ServicesMaryland, United States1 Employees

Brightworks Wealth Management is a financial services practice based in Columbia, Maryland. It oversees and coordinates the financial affairs of affluent business owners and families, offering investment guidance and related advisory services to help address complex financial needs. Securities are offered through LPL Financial, while investment advice is provided by Private Advisor Group; these entities operate independently from Brightworks.

Its client base comprises high-net-worth individuals and families seeking integrated management of personal and business finances. The firm functions within the broader financial services industry and leverages its partnerships to provide access to securities and investment guidance. In June 2026, Brightworks Wealth Management was acquired by Creative Planning Advisor Services, LLC.

Brightworks Wealth Management Global Highlights

North America
2

United States Of America
2

Brightworks Wealth Management's Leadership

M. D.
Founder, Principal
Mobile Phone
Email
S. M.
Director Of Investments & Founding Partner
Mobile Phone
Email

Brightworks Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other

Contact profiles from Brightworks Wealth Management

Name

Title

Contact

Location

Last Update

S. M.
Director Of Investments & Founding Partner
Mobile Phone
Email
Jul 09, 2026
M. D.
Founder, Principal
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Brightworks Wealth Management known for?

Brightworks Wealth Management operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-410-356-****

. Explore Brightworks Wealth Management's company overview page for more information.

What is Brightworks Wealth Management's most common email format?

Brightworks Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Brightworks Wealth Management email formats with LeadIQ.

How many employees does Brightworks Wealth Management have currently?

Brightworks Wealth Management has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Brightworks Wealth Management's key employees and leadership?

As of July 2026, Brightworks Wealth Management's key employees include:

Founder, Principal: M. D.
Director Of Investments & Founding Partner: S. M.

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Brightworks Wealth Management Employee Directory

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