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Barker Wealth Management, LLC

● SEC registered since 2021CRD 226768SEC# 801-120753Camas, WA
Export (members)
Reg. AUM
$195.3M
Employees
2
Accounts
265
Location
Camas, WA

Barker Wealth Management, LLC assets under management

Barker Wealth Management, LLC is an SEC-registered investment adviser based in Camas, WA. The firm has been registered since 2021. It reports $195.3 million in regulatory assets under management and employs 2 people.
www.barkerwealthmanagement.comView on SEC.gov ↗

Barker Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Gregory Scott Barker ControlManaging Member & Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Barker Wealth Management, LLC manage?

Barker Wealth Management, LLC reports $195.3 million in regulatory assets under management on its Form ADV.

How many employees does Barker Wealth Management, LLC have?

Barker Wealth Management, LLC reports 2 employees.

Where is Barker Wealth Management, LLC located?

Barker Wealth Management, LLC is based in Camas, WA and has been SEC-registered since 2021.

Does Barker Wealth Management, LLC disclose fund performance?

Barker Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2005 Se192nd Avenue, Suite 200, Camas, WA 98607
Phone(503) 616-8680
Fax(503) 444-3401
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$191M
Non-discretionary$4.3M
Total (RAUM)$195.3M