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BARKER WEALTH MANAGEMENT, LLC
CRD 226768 · SEC 801-120753
2005 SE192ND AVENUE, SUITE 200, CAMAS, WA, 98607, United States
Phone
(503) 616-8680
Fax
(503) 444-3401
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$240.6M
Discretionary AUM
$235.6M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $21.2M |
| High net worth individuals | 43 | $212.7M |
States served
OR, WA
All web addresses on file
- https://www.barkerwealthmanagement.com/
- https://www.charlespetitjeancfp.com/
- https://www.linkedin.com/company/barker-wealth-management-llc/
- https://www.linkedin.com/in/scottbarker1/
- https://www.linkedin.com/in/charles-petitjean-cfp%C2%AE-584066100/
- https://www.facebook.com/charlespetitjeancfp/
- https://www.instagram.com/charlespetitjeancfp/
Official SEC filing: View on IAPD