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| Blue Barn Wealth LLC
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| CRD # | 107202 |
| SEC # | 801-118602 |
| CIK # | 0001879206 |
| AUM | 317.1 M (2026-02-17) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 801-466-4101 |
| Address | 370 West Center Street Orem, UT 84057 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001879206 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 2.7 | ||
| Nvidia Corp | 1.4 | ||
| Apple Inc | 1.0 | ||
| Microsoft Corp | 1.0 | ||
| Amazon Com Inc | 0.9 | ||
| Alphabet Inc | 0.7 | ||
| Facebook Inc | 0.6 | ||
| Broadcom Inc | 0.5 | ||
| Wells Fargo & Co/MN | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| Tesla Motors Inc | 0.4 | ||
| Micron Technology Inc | 0.3 | ||
| Bank of America Corp /DE/ | 0.3 | ||
| Applied Materials Inc /DE | 0.3 | ||
| Visa Inc | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 48.3 |
| (b) Individuals (high net worth individuals) | 46 | 246.2 |
| (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 | 22.6 |
| (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 | 681 | 317.1 |
| By Discretionary | ||
| Discretionary | 674 | 294.4 |
| Non-Discretionary | 7 | 22.6 |
| Total | 681 | 317.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 317.1 | |
| Total | 681 | 317.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001879206] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Pro Advisors Inc
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|
FL | 317.5 M |
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SC | 317.3 M |
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Bison Creek Wealth Management LLC
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317.3 M | |
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Redwood Wealth Management Group LLC
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NJ | 317.2 M |
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Vistamark Investments LLC
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IL | 317.2 M |
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Mendel Money Management Inc
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|
IL | 317.1 M |
|
Swisher Financial Concepts Inc
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|
OH | 317.0 M |
|
Duet Advisory Services LLC
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|
MI | 316.5 M |
|
Salvus Wealth Management LLC
✚
|
NJ | 316.5 M |