Overview
Assets Under Management: $148 million
Headquarters: SPRING GROVE, IL
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Frequently Asked Questions
BARRETT WEALTH CONNECTION 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 #161020), BARRETT WEALTH CONNECTION LLC is subject to fiduciary duty under federal law.
BARRETT WEALTH CONNECTION LLC is headquartered in SPRING GROVE, IL.
BARRETT WEALTH CONNECTION LLC serves 59 high-net-worth clients according to their SEC filing dated February 06, 2026. View client details ↓
According to their SEC Form ADV, BARRETT WEALTH CONNECTION LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
BARRETT WEALTH CONNECTION LLC manages $148 million in client assets according to their SEC filing dated February 06, 2026.
According to their SEC Form ADV, BARRETT WEALTH CONNECTION LLC 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: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.37
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 419
Discretionary Accounts: 412
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 161020
Filing ID: 2047375
Last Filing Date: 2026-02-06 18:01:52