|
⚲
|
| Barker Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 226768 |
| SEC # | 801-120753 |
| CIK # | |
| AUM | $130.0 MM (2023-03-03) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 503-616-8680 |
| Address | 1601 NW Deerfern St Camas, WA 98607 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 21.0 |
| (b) Individuals (high net worth individuals) | 26 | 102.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 46 | 130.0 |
| By Discretionary | ||
| Discretionary | 45 | 126.0 |
| Non-Discretionary | 1 | 4.0 |
| Total | 46 | 130.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 128.5 | |
| Total | 46 | 130.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Aspen Private Advisors LLC
✚
|
SD | 0.1 |
|
Hartmann Taylor Wealth Management LLC
✚
|
TX | 0.1 |
|
Miami Valley Portfolio Management Inc
✚
|
OH | 0.1 |
|
Rossjohnson & Associates LLC
✚
|
MN | 0.1 |
|
EQ Wealth Advisors LLC
✚
|
TX | 0.1 |
|
Greenberg Gary Louis
✚
|
MN | 0.1 |
|
Personal Choice Financial Advisors LLC
✚
|
OH | 0.1 |
|
Options Solutions LLC
✚
|
IL | 0.1 |
|
Robert Priske LLC
✚
|
HI | 0.1 |
|
Brightpath Wealth Planning LLC
✚
|
CA | 0.1 |