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BARLOW WEALTH PARTNERS, LLC
CRD 325308 · SEC 801-127506
3700 BROWNSBORO ROAD, LOUISVILLE, KY, 40207, United States
Phone
(502) 308-4270
Fax
(502) 289-1807
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.35B
Discretionary AUM
$1.21B
Team
6 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $23.1M |
| High net worth individuals | 312 | $1.25B |
| Charitable organizations | 7 | $16.0M |
| Corporations/business entities | 18 | $64.3M |
States served
CA, CO, GA, IL, IN, KY, OH, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD