|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Barker Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 226768 |
| SEC # | 801-120753 |
| CIK # | |
| AUM | $195.3 M (2025-02-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 503-616-8680 |
| Address | 2005 Se192Nd Avenue Camas, WA 98607 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 15.5 |
| (b) Individuals (high net worth individuals) | 40 | 174.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.0 |
| (h) Charitable organizations | 0 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 265 | 195.3 |
| By Discretionary | ||
| Discretionary | 264 | 191.0 |
| Non-Discretionary | 1 | 4.3 |
| Total | 265 | 195.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 194.1 | |
| Total | 265 | 195.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cooper Financial Services Inc
✚
|
CT | 0.2 |
|
Kingsman Wealth Management Inc
✚
|
FL | 0.2 |
|
Kelley Investments LLC
✚
|
0.2 | |
|
Draper Asset Management LLC
✚
|
NY | 0.2 |
|
Forbes Financial Planning Inc
✚
|
RI | 0.2 |
|
Griffith & Werner Inc
✚
|
GA | 0.2 |
|
AGP Franklin LLC
✚
|
TN | 0.2 |
|
Deseranno Corporation
✚
|
MI | 0.2 |
|
Echo45 Advisors LLC
✚
|
CA | 0.2 |
|
Aspirean Wealth LLC
✚
|
CA | 0.2 |