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| Barnes Wealth Management Group Inc
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|---|---|
| CRD # | 132189 |
| SEC # | 801-118031 |
| CIK # | 0002066194 |
| AUM | $411.6 M (2025-03-28) |
| Employees | 11 (64% Investors, 45% Brokers) |
| Phone | 661-322-9799 |
| Address | 5060 California Ave Bakersfield, CA 93309 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.1 | ||
| Chevron Corp | 3.0 | ||
| Microsoft Corp | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 670 | 114.5 |
| (b) Individuals (high net worth individuals) | 109 | 136.5 |
| (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 | 39 | 156.1 |
| (h) Charitable organizations | 0 | 0.5 |
| (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 | 15 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,292 | 411.6 |
| By Discretionary | ||
| Discretionary | 1,253 | 255.5 |
| Non-Discretionary | 39 | 156.1 |
| Total | 1,292 | 411.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 411.6 | |
| Total | 1,292 | 411.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002066194] |
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