| Name | Title | Ownership | Since |
|---|---|---|---|
| Lori Barnes Control | Trustee To The Barnes Living Trust Dated 09/20/1995 | Over 75% | 2023 |
| Steven a. Barnes and Lori B. Barnes Trustees of the Barnes Living Trust Dtd 9/20/1995 Control | Owner | Over 75% | 2023 |
| Steven Allen Barnes Control | Trustee To The Barnes Living Trust Dated 09/20/1995 | Over 75% | 2023 |
Barnes Wealth Management Group, Inc. reports $411.6 million in regulatory assets under management on its Form ADV.
Barnes Wealth Management Group, Inc. reports 11 employees.
Barnes Wealth Management Group, Inc. is based in Bakersfield, CA and has been SEC-registered since 2020.
Barnes Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5060 California Ave., Suite 600, Bakersfield, CA 93309 |
| Phone | 661-322-9799 |
| Fax | 661-631-0655 |
| Office hours | 8:00 a.m.-5:00 p.m. Fri. 8:00 a.m.-1:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $255.5M |
| Non-discretionary | $156.1M |
| Total (RAUM) | $411.6M |