Barker Wealth Management LLC

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Assets, Funds, Holdings

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Barker Wealth Management LLC
CRD #226768
SEC #801-120753
CIK #
AUM $159.6 MM (2024-03-06)
Employees 2 (100% Investors, 0% Brokers)
Phone503-616-8680
Address2005 Se192Nd Avenue
Camas, WA 98607
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
16012896643202009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 20 18.0
(b) Individuals (high net worth individuals) 31 136.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 1.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 4.2
(n) Other 0 0.0
Total 219 159.6
By Discretionary
Discretionary 218 155.4
Non-Discretionary 1 4.2
Total 219 159.6
By Non-United States Persons
Non-United States Persons 1.2
United States Persons 158.4
Total 219 159.6
Comparable Firms State AUM ($BB)
Meadowbrook Investment Advisors LLC
MI 0.2
Finarc Investments Inc
MA 0.2
Garton and Associates Financial Advisors LLC
KY 0.2
Pilotage Private Wealth AG
0.2
Clemson-Eps Advisors LLC
SC 0.2
Smith Bruer Advisors LLC
FL 0.2
KURE Advisory LLC
MN 0.2
Wisniewski Wealth Management LLC
TX 0.2
Prospect Financial Group LLC
VA 0.2
Forest Capital Operating Company LLC
NC 0.2
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