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Barker Wealth Management LLC
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CRD # | 226768 |
SEC # | 801-120753 |
CIK # | |
AUM | $159.6 MM (2024-03-06) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 503-616-8680 |
Address | 2005 Se192Nd Avenue Camas, WA 98607 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 20 | 18.0 |
(b) Individuals (high net worth individuals) | 31 | 136.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 1.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 4.2 |
(n) Other | 0 | 0.0 |
Total | 219 | 159.6 |
By Discretionary | ||
Discretionary | 218 | 155.4 |
Non-Discretionary | 1 | 4.2 |
Total | 219 | 159.6 |
By Non-United States Persons | ||
Non-United States Persons | 1.2 | |
United States Persons | 158.4 | |
Total | 219 | 159.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Meadowbrook Investment Advisors LLC
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MI | 0.2 |
Finarc Investments Inc
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|
MA | 0.2 |
Garton and Associates Financial Advisors LLC
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|
KY | 0.2 |
Pilotage Private Wealth AG
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|
0.2 | |
Clemson-Eps Advisors LLC
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|
SC | 0.2 |
Smith Bruer Advisors LLC
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|
FL | 0.2 |
KURE Advisory LLC
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|
MN | 0.2 |
Wisniewski Wealth Management LLC
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|
TX | 0.2 |
Prospect Financial Group LLC
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|
VA | 0.2 |
Forest Capital Operating Company LLC
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|
NC | 0.2 |