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 29 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.

Organization Website

brightworth.com

Social Links

facebooklinkedIntwitter

Phone Number

+1 404 760 9000

Industries

Headquarters Location

3344 Peachtree Road NE, Atlanta, GA, 30326 US

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

Competitors

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

Employees Turnover 4 quarter 2025

Length of Employment
arrow
Employee tenure at CI Brightworth Private Wealth shows a diverse range of experience levels:
14% for 3–4 years11% for 5–7 years11% for 8–10 years64% 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
View
Dave Polstra
Co-founder and Partner
View
Don Wilson
Chief Investment Officer
View
Teresa Turner
Senior Relationship Manager
View
Kate Lidl
Wealth Planner
View
Lucita Broussard
Relationship Manager
View
Laura Fraser
Compliance Administrator
View
Chase Mouchet
Partner and Wealth Advisor
View

FAQ

CI Brightworth Private Wealth operates in the Finance 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.

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP