Barrett Wealth Connection LLC

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Assets, Funds, Holdings

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Barrett Wealth Connection LLC
CRD #161020
SEC #801-130511
CIK #
AUM $123.9 MM (2024-06-21)
Employees 2 (100% Investors, 0% Brokers)
Phone815-529-7527
Address2002 Holian Drive, Suite 104
Spring Grove, IL 60081
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
13010478522602009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 99 31.9
(b) Individuals (high net worth individuals) 52 84.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 11 4.8
(h) Charitable organizations 2 2.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 436 123.9
By Discretionary
Discretionary 429 121.2
Non-Discretionary 7 2.7
Total 436 123.9
By Non-United States Persons
Non-United States Persons 1.7
United States Persons 122.2
Total 436 123.9
Comparable Firms State AUM ($BB)
Englebert Financial Advisers LLC
PA 0.1
Intentional LLC
SC 0.1
RS Petrell & Associates LLC
NY 0.1
Murray Investment Management LLC
TX 0.1
Sterling Financial Advisors LLC
NE 0.1
Vanderpol Investments LLC
MI 0.1
Integra Financial Inc
CO 0.1
Longview Wealth Management LLC
MN 0.1
Amphora Wealth Management LLC
NC 0.1
Fortify Wealth Inc
MO 0.1
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