Overview
Assets Under Management: $412 million
Headquarters: BAKERSFIELD, CA
High-Net-Worth Clients: 109
Average Client Assets: $1 million
Frequently Asked Questions
BARNES WEALTH MANAGEMENT GROUP, INC. 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 #132189), BARNES WEALTH MANAGEMENT GROUP, INC. is subject to fiduciary duty under federal law.
BARNES WEALTH MANAGEMENT GROUP, INC. is headquartered in BAKERSFIELD, CA.
BARNES WEALTH MANAGEMENT GROUP, INC. serves 109 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, BARNES WEALTH MANAGEMENT GROUP, INC. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
BARNES WEALTH MANAGEMENT GROUP, INC. manages $412 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, BARNES WEALTH MANAGEMENT GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.15
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,292
Discretionary Accounts: 1,253
Non-Discretionary Accounts: 39
Regulatory Filings
CRD Number: 132189
Filing ID: 1967376
Last Filing Date: 2025-03-28 15:32:00
Website: https://barneswealth.com