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BARE WEALTH ADVISORS
BARE FINANCIAL SERVICES INC.
CRD 328043 · SEC 801-128789
835 HOUSTON RUN DRIVE, SUITE 260, GAP, PA, 17527, United States
Phone
717-407-5200
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$662.3M
Discretionary AUM
$640.8M
Team
19 total employees; 8 advisory reps; 25 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 573 | $218.6M |
| High net worth individuals | 240 | $405.8M |
| Pension/profit sharing plans | 14 | $16.5M |
| Charitable organizations | 8 | $7.2M |
| Corporations/business entities | 6 | $14.1M |
States served
LA, MD, NY, PA, NH
All web addresses on file
Official SEC filing: View on IAPD