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Barrett Wealth Connection LLC

● SEC registered since 2024CRD 161020SEC# 801-130511Spring Grove, IL
Export (members)
Reg. AUM
$132M
Employees
2
Accounts
442
Location
Spring Grove, IL

Barrett Wealth Connection LLC assets under management

Barrett Wealth Connection LLC is an SEC-registered investment adviser based in Spring Grove, IL. The firm has been registered since 2024. It reports $132 million in regulatory assets under management and employs 2 people.
www.bwconnect.coView on SEC.gov ↗

Barrett Wealth Connection LLC owners & executives

1 reported
NameTitleOwnershipSince
Amy Lisa Barrett ControlManaging Member/Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Barrett Wealth Connection LLC manage?

Barrett Wealth Connection LLC reports $132 million in regulatory assets under management on its Form ADV.

How many employees does Barrett Wealth Connection LLC have?

Barrett Wealth Connection LLC reports 2 employees.

Where is Barrett Wealth Connection LLC located?

Barrett Wealth Connection LLC is based in Spring Grove, IL and has been SEC-registered since 2024.

Does Barrett Wealth Connection LLC disclose fund performance?

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

Contact & registration

Address2002 Holian Drive, Suite 104, Spring Grove, IL 60081
Phone815-529-7527
Office hours8:30a.m. - 4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$129.3M
Non-discretionary$2.7M
Total (RAUM)$132M