Investment adviser · CRD 226768
BARKER WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
CAMAS, WA, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $241M Form ADV · Item 5.F
- Client accounts
- 269 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 43 | $212,746,837 | 88.4% |
| Individuals | 27 | $21,164,623 | 8.8% |
| Charities | Fewer than 5 | $4,967,262 | 2.1% |
| Retirement plans | Fewer than 5 | $1,700,000 | 0.7% |
Filing source
Form ADV 2047112 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
2005 SE192ND AVENUE, SUITE 200CAMAS, WA, 98607, United States
CRD 226768
Filing source
Form ADV 2047112 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.