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| Barlow Wealth Partners LLC
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|---|---|
| CRD # | 325308 |
| SEC # | 801-127506 |
| CIK # | 0001999928 |
| AUM | 1,351.9 M (2026-03-02) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 502-308-4270 |
| Address | 3700 Brownsboro Road Louisville, KY 40207 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 62.1 | ||
| Nvidia Corp | 46.1 | ||
| Microsoft Corp | 39.0 | ||
| Visa Inc | 38.0 | ||
| Apple Inc | 36.9 | ||
| Costco Wholesale Corp /NEW | 33.8 | ||
| TJX Companies Inc /DE/ | 32.0 | ||
| ASML Holding NV | 29.4 | ||
| Grainger W W Inc | 28.2 | ||
| J P Morgan Chase & Co | 28.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 23.1 |
| (b) Individuals (high net worth individuals) | 312 | 1,248.5 |
| (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 | 0.0 |
| (h) Charitable organizations | 7 | 16.0 |
| (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 | 18 | 64.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,425 | 1,351.9 |
| By Discretionary | ||
| Discretionary | 1,194 | 1,205.7 |
| Non-Discretionary | 231 | 146.2 |
| Total | 1,425 | 1,351.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,351.9 | |
| Total | 1,425 | 1,351.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001999928] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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