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Home > Retirement Planners > washington > camas > BARKER WEALTH MANAGEMENT, LLC
BARKER WEALTH MANAGEMENT, LLC
2005 Se192nd Avenue
Suite 200
Camas, Washington 98607
Tel: (503) 616-8680
About BARKER WEALTH MANAGEMENT, LLC
BARKER WEALTH MANAGEMENT, LLC, formally registered with the SEC as BARKER WEALTH MANAGEMENT, LLC. The firm was established in 04/09/2021. They have over 2 offices throughout the country.
BARKER WEALTH MANAGEMENT, LLC is a Camas, Washington based Financial Planning firm with nearly $195,270,143 assets under management, offering retirement planning & investment advisory services to 265 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 226768 |
| SEC# | 801-120753 |
| Assets Managed by Firm | $195,270,143 |
| No. of Clients | 265 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 265 | $195,270,143 |
| Individuals (other than high net worth individuals) | 23 | $15,489,958 |
| High net worth individuals | 40 | $174,491,501 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,000,000 |
| Charitable organizations | Fewer than 5 clients | $4,288,684 |
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