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Blue Barn Wealth, LLC

● SEC registered since 2020CRD 107202SEC# 801-118602Orem, UT
Export (members)
Reg. AUM
$521.4M
Employees
12
Accounts
990
Location
Orem, UT

Blue Barn Wealth, LLC assets under management

Blue Barn Wealth, LLC operates as an SEC-registered investment adviser based in Orem, UT. The firm has been registered since 2020. It reports $521.4 million in regulatory assets under management and employs 12 people.

Blue Barn Wealth, LLC owners & executives

7 reported
NameTitleOwnershipSince
Hjb Wealth Management, LLC ControlOwnerOver 75%2017
Hyrum Legrand Smith ControlManaging PartnerUnder 5%2015
Jeffrey Todd Brimhall ControlManaging Partner/Chief Compliance OfficerUnder 5%2017
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Frequently asked questions

How much does Blue Barn Wealth, LLC manage?

Blue Barn Wealth, LLC reports $521.4 million in regulatory assets under management on its Form ADV.

How many employees does Blue Barn Wealth, LLC have?

Blue Barn Wealth, LLC reports 12 employees.

Where is Blue Barn Wealth, LLC located?

Blue Barn Wealth, LLC is based in Orem, UT and has been SEC-registered since 2020.

Does Blue Barn Wealth, LLC disclose fund performance?

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

Contact & registration

Address370 West Center Street, Orem, UT 84057
Phone(801) 466-4101
Fax(801) 960-3618
Office hours8:30 a.m. To 4:30 p.m.
SEC regionDenver Regional Office (DRO)
CIK1879206
Discloses disciplinary historyNo

Assets under management

Discretionary$503.9M
Non-discretionary$17.5M
Total (RAUM)$521.4M