← Back to searchVisit website
BLUE BARN WEALTH
BLUE BARN WEALTH, LLC
CRD 107202 · SEC 801-118602
370 WEST CENTER STREET, OREM, UT, 84057, United States
Phone
(801) 466-4101
Fax
(801) 960-3618
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$317.1M
Discretionary AUM
$294.4M
Team
9 total employees; 6 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 180 | $48.3M |
| High net worth individuals | 46 | $246.2M |
| Pension/profit sharing plans | 7 | $22.6M |
States served
AZ, CA, CO, ID, NV, UT, WY, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD