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Building 2BARKER WEALTH MANAGEMENT, LLC

Map pinCAMAS, WA
Phone(503) 616-8680
NotebookSEC #801-120753
Total AUM
$240.6M
Employees
2
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2005 SE192ND AVENUE
SUITE 200
CAMAS
WA 98607
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(503) 616-8680
Other Offices
1

ReceiptFinancials

Total AUM
$240.6M
Accounts
269
Discretionary
$235.6M
Accounts
268
Non-Discretionary
$5M
Accounts
1

ContactClients

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Individual Clients
27
AUM
$21.2M
HNW Individual Clients
43
AUM
$212.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M
Charitable Organization Clients
1
AUM
$5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ORWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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