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BARRETT WEALTH CONNECTION LLC
CRD 161020 · SEC 801-130511
2002 HOLIAN DRIVE, SUITE 104, SPRING GROVE, IL, 60081, United States
Phone
815-529-7527
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$148.0M
Discretionary AUM
$145.1M
Team
2 total employees; 2 advisory reps; 12 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $30.9M |
| High net worth individuals | 59 | $111.5M |
| Pension/profit sharing plans | 12 | $2.3M |
| Charitable organizations | 2 | $3.2M |
States served
CA, CO, IL, WI, TX
All web addresses on file
Official SEC filing: View on IAPD