| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy S Jones Control | Chief Compliance Officer And Wealth Planner | 10-25% | 2023 |
| Barry Owens Barlow Control | Managing Partner | 25-50% | 2023 |
| Christine Book Control | Client Services Executive | 5-10% | 2023 |
Barlow Wealth Partners, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Barlow Wealth Partners, LLC reports 6 employees.
Barlow Wealth Partners, LLC is based in Louisville, KY and has been SEC-registered since 2023.
Barlow Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3700 Brownsboro Road, Louisville, KY 40207 |
| Phone | (502) 308-4270 |
| Fax | (502) 289-1807 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.06B |
| Non-discretionary | $151.9M |
| Total (RAUM) | $1.22B |