|
⚲
|
| Blue Barn Wealth LLC
✚
| |
|---|---|
| CRD # | 107202 |
| SEC # | 801-118602 |
| CIK # | 0001879206 |
| AUM | $431.4 MM (2024-03-29) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 801-466-4101 |
| Address | 370 West Center Street Orem, UT 84057 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LLAP | 647.9 | 4.6 | |
| SPEM | 2.9 | ||
| MSFT | 1,918,222.4 | 2.3 | |
| AMZN | 1,092,997.8 | 2.2 | |
| ADBE | 172,760.2 | 2.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 45.9 |
| (b) Individuals (high net worth individuals) | 77 | 374.1 |
| (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 | 6 | 11.4 |
| (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 | 765 | 431.4 |
| By Discretionary | ||
| Discretionary | 759 | 420.0 |
| Non-Discretionary | 6 | 11.4 |
| Total | 765 | 431.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 431.4 | |
| Total | 765 | 431.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001879206] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Persium Advisors LLC
✚
|
GA | 0.4 |
|
KIRR Marbach & Company LLC
✚
|
IN | 0.4 |
|
NIA Impact Advisors LLC
✚
|
CA | 0.4 |
|
Hilltop Wealth Advisors LLC
✚
|
NC | 0.4 |
|
Global View Investment Advisors LLC
✚
|
SC | 0.4 |
|
Midwest Professional Planners Ltd
✚
|
WI | 0.4 |
|
GEN Financial Management Inc
✚
|
MN | 0.4 |
|
Highland Financial Advisors LLC
✚
|
NJ | 0.4 |
|
Iron Horse Wealth Management LLC
✚
|
IA | 0.4 |
|
Capital Investment Management Inc
✚
|
MO | 0.4 |