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Steven a. Barnes and Lori B. Barnes Trustees of the Barnes Living Trust Dtd 9/20/1995

OwnerBarnes Wealth Management Group, Inc.

About Steven a. Barnes and Lori B. Barnes Trustees of the Barnes Living Trust Dtd 9/20/1995

Steven a. Barnes and Lori B. Barnes Trustees of the Barnes Living Trust Dtd 9/20/1995 is listed as Owner at Barnes Wealth Management Group, Inc. in Bakersfield, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Barnes Wealth Management Group, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Steven a. Barnes and Lori B. Barnes Trustees of the Barnes Living Trust Dtd 9/20/1995 work?

Steven a. Barnes and Lori B. Barnes Trustees of the Barnes Living Trust Dtd 9/20/1995 is listed as Owner at Barnes Wealth Management Group, Inc. on SEC Form ADV.

How much of Barnes Wealth Management Group, Inc. does Steven a. Barnes and Lori B. Barnes Trustees of the Barnes Living Trust Dtd 9/20/1995 own?

Form ADV reports a beneficial ownership band of Over 75%.

Barnes Wealth Management Group, Inc.

TitleOwner
OwnershipOver 75%
Control personYes
Since2023
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