BLUE BARN WEALTH

370 West Center Street
Orem, Utah 84057
Tel: (801) 466-4101

About BLUE BARN WEALTH

BLUE BARN WEALTH, formally registered with the SEC as BLUE BARN WEALTH. The firm was established in 04/29/2020. They have over 2 offices throughout the country.

BLUE BARN WEALTH is a Orem, Utah based Financial Planning firm with nearly $431,416,544 assets under management, offering retirement planning & investment advisory services to 765 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107202
SEC#	801-118602
Assets Managed by Firm	$431,416,544
No. of Clients	765
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	765	$431,416,544
Individuals (other than high net worth individuals)	142	$45,857,381
High net worth individuals	77	$374,136,491
Pension and profit sharing plans	6	$11,422,672

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