CI Brightworth Private Wealth
CI Brightworth Private Wealth

CI Brightworth Private Wealth Information

Contact top employees from CI Brightworth Private Wealth

Summary

CI Brightworth Private Wealth is a private company that has been in the industry for 28 years. The company currently specializes in the Financial Services, Diversified Financial Services, Asset & Investment Management areas. The position of the CEO is occupied by Ray V Padron. Its headquarters is located at Atlanta, Georgia, USA. The number of employees ranges from 25 to 100. The annual revenue of CI Brightworth Private Wealth varies between 100K and 5.0M. To connect with CI Brightworth Private Wealth employee register on SignalHire.

Industries

Financial Services

Headquarters Location

Employees Size

100-200 employees

Specialties

Investment Management, Income Tax Planning, Financial Planning, Estate and Legacy Planning, Retirement Planning, Business Transition Planning, Trust Management, Philanthropy

SIC Code

6199

DMA Code

Atlanta Metropolitan Area

Founded

1997

Estimated Annual Revenue

$100K - 5.0M

Operating Status

Acquired

Contact CI Brightworth Private Wealth

Organization Website

Social Links

facebooklinkedIntwitter

Contact Email

info@brightworth.com

Phone Number

+1 404 760 9000

Competitors

Founded
Type
Employees
Revenue
Funding
1931Public
Company
100 - 250 32.7M $0
1989Privately
Held
200-500 - $-

Employees Turnover 3 quarter 2025

Length of Employment
arrow
Employee tenure at CI Brightworth Private Wealth shows a diverse range of experience levels:
15% for 3–4 years12% for 5–7 years12% for 8–10 years62% have over 11 years of service at CI Brightworth Private Wealth
Contact top employees from CI Brightworth Private Wealth
Bob Sytz
Co - Founder | Wealth Advisor at CI Brightworth Private Wealth
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Dave Polstra
Co-founder and Partner
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Don Wilson
Chief Investment Officer
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Teresa Turner
Senior Relationship Manager
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Kate Lidl
Wealth Planner
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Lucita Broussard
Relationship Manager
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Laura Fraser
Compliance Administrator
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Chase Mouchet
Partner and Wealth Advisor
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Pam Wyly
relationship manager
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FAQ

CI Brightworth Private Wealth operates in the Financial Services industries. More details can be found on the official website: brightworth.com.
The headquarters of CI Brightworth Private Wealth are located in Atlanta, United States.
The current CEO of CI Brightworth Private Wealth is Ray V Padron
You can contact CI Brightworth Private Wealth by phone at +1 404 760 9000.
CI Brightworth Private Wealth currently employs 100-200 people.
You can contact CI Brightworth Private Wealth by phone at +1 404 760 9000, by email at info@brightworth.com, through social media (Facebook, LinkedIn, Twitter), or via the contact form on brightworth.com.
CI Brightworth Private Wealth's revenue is approximately 4M.
Well-known competitors of CI Brightworth Private Wealth include Wintrust Wealth Management and HB Wealth.
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