Overview
Assets Under Management: $1.2 billion
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 310
Average Client Assets: $4 million
Frequently Asked Questions
BARLOW WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325308), BARLOW WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
BARLOW WEALTH PARTNERS, LLC is headquartered in LOUISVILLE, KY.
BARLOW WEALTH PARTNERS, LLC serves 310 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, BARLOW WEALTH PARTNERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BARLOW WEALTH PARTNERS, LLC manages $1.2 billion in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, BARLOW WEALTH PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 310
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.10
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,404
Discretionary Accounts: 1,063
Non-Discretionary Accounts: 341
Regulatory Filings
CRD Number: 325308
Last Filing Date: 2025-02-07 00:00:00
Website: https://barlowwealth.com