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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Blue Barn Wealth LLC
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|---|---|
| CRD # | 107202 |
| SEC # | 801-118602 |
| CIK # | 0001879206 |
| AUM | $521.4 M (2025-04-03) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 801-466-4101 |
| Address | 370 West Center Street Orem, UT 84057 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 4.2 | ||
| Cloudflare Inc | 2.9 | ||
| Microsoft Corp | 2.7 | ||
| Nvidia Corp | 2.1 | ||
| Amazon Com Inc | 2.0 | ||
| Adobe Systems Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 58.7 |
| (b) Individuals (high net worth individuals) | 97 | 445.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 17.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 990 | 521.4 |
| By Discretionary | ||
| Discretionary | 983 | 503.9 |
| Non-Discretionary | 7 | 17.5 |
| Total | 990 | 521.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 521.4 | |
| Total | 990 | 521.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001879206] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Premier Wealth Advisors LLC
✚
|
NY | 0.5 |
|
BMB Advisers LLC
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|
CA | 0.5 |
|
Highmark Wealth Management LLC
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MN | 0.5 |
|
Brooklyn Investment Group LLC
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NY | 0.5 |
|
Signalpoint Asset Management LLC
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|
MO | 0.5 |
|
Castle Rock Wealth Management LLC
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|
CA | 0.5 |
|
Fairfield Bush & Co
✚
|
CT | 0.5 |
|
Hahn Capital Management LLC
✚
|
CA | 0.5 |
|
Phraction Management LLC
✚
|
CT | 0.5 |
|
Concord Asset Management LLC
✚
|
VA | 0.5 |