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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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