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| Barrett Wealth Connection LLC
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|
|---|---|
| CRD # | 161020 |
| SEC # | 801-130511 |
| CIK # | |
| AUM | $148.0 M (2026-02-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 815-529-7527 |
| Address | 2002 Holian Drive, Suite 104 Spring Grove, IL 60081 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 30.9 |
| (b) Individuals (high net worth individuals) | 59 | 111.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 2.3 |
| (h) Charitable organizations | 2 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 419 | 148.0 |
| By Discretionary | ||
| Discretionary | 412 | 145.1 |
| Non-Discretionary | 7 | 2.8 |
| Total | 419 | 148.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 146.9 | |
| Total | 419 | 148.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fiduciary Capital Management LLC
✚
|
WY | 0.1 |
|
Peak American Investment Advisors Inc
✚
|
TX | 0.1 |
|
Townsend Financial Planning LLC
✚
|
KY | 0.1 |
|
Mueller Wealth LLC
✚
|
WI | 0.1 |
|
Financial Avenues LLC
✚
|
0.1 | |
|
RABE Investment Consulting Group
✚
|
OH | 0.1 |
|
The Wealth Advisory Team LLC
✚
|
KY | 0.1 |
|
Vision Capital Partners
✚
|
MI | 0.1 |
|
MFG Investments LLC
✚
|
NJ | 0.1 |
|
Guncheon Financial LLC
✚
|
IA | 0.1 |