BLUE BARN WEALTH, LLC
Legal name: BLUE BARN WEALTH
CRD #107202 SEC #801-118602 OREM, UT (801) 466-4101
SEC Registered
Total AUM
$521.4M
Discretionary
$503.9M
Employees
12
Clients
251
Accounts
990
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $521.4M | $503.9M | $17.5M | 12 | 1 |
| Apr 2025 | $521.4M | $503.9M | $17.5M | 12 | 1 |
| Mar 2025 | $521.4M | $503.9M | $17.5M | 12 | 1 |
| Mar 2025 | $431.4M | $420M | $11.4M | 12 | 4 |
| Feb 2025 | $431.4M | $420M | $11.4M | 11 | 4 |
| Dec 2024 | $431.4M | $420M | $11.4M | 10 | 4 |
| Nov 2024 | $431.4M | $420M | $11.4M | 10 | 4 |
| Apr 2024 | $431.4M | $420M | $11.4M | 9 | 4 |
| Mar 2024 | $431.4M | $420M | $11.4M | 7 | 4 |
| Apr 2023 | $276.5M | $271.2M | $5.3M | 6 | 5 |
| Apr 2022 | $270.3M | $266.1M | $4.1M | 6 | 4 |
| Feb 2022 | $150.6M | $147.6M | $3M | 7 | 11 |
| Aug 2021 | $150.6M | $147.6M | $3M | 7 | 11 |
| Apr 2021 | $150.6M | $147.6M | $3M | 7 | 11 |
| Jun 2020 | $125.5M | $125.5M | $0 | 5 | 3 |
| Mar 2020 | $125.5M | $125.5M | $0 | 5 | 3 |
| Jul 2009 | $22.4M | $22.4M | $0 | 5 | -- |
| Mar 2008 | $29.4M | $25.5M | $3.9M | 5 | -- |
| Oct 2007 | $29.9M | $26M | $3.9M | 5 | -- |
DateApr 2025
Total AUM$521.4M
Discretionary$503.9M
Non-Disc.$17.5M
Employees12
Clients1
DateApr 2025
Total AUM$521.4M
Discretionary$503.9M
Non-Disc.$17.5M
Employees12
Clients1
DateMar 2025
Total AUM$521.4M
Discretionary$503.9M
Non-Disc.$17.5M
Employees12
Clients1
DateMar 2025
Total AUM$431.4M
Discretionary$420M
Non-Disc.$11.4M
Employees12
Clients4
DateFeb 2025
Total AUM$431.4M
Discretionary$420M
Non-Disc.$11.4M
Employees11
Clients4
DateDec 2024
Total AUM$431.4M
Discretionary$420M
Non-Disc.$11.4M
Employees10
Clients4
DateNov 2024
Total AUM$431.4M
Discretionary$420M
Non-Disc.$11.4M
Employees10
Clients4
DateApr 2024
Total AUM$431.4M
Discretionary$420M
Non-Disc.$11.4M
Employees9
Clients4
DateMar 2024
Total AUM$431.4M
Discretionary$420M
Non-Disc.$11.4M
Employees7
Clients4
DateApr 2023
Total AUM$276.5M
Discretionary$271.2M
Non-Disc.$5.3M
Employees6
Clients5
DateApr 2022
Total AUM$270.3M
Discretionary$266.1M
Non-Disc.$4.1M
Employees6
Clients4
DateFeb 2022
Total AUM$150.6M
Discretionary$147.6M
Non-Disc.$3M
Employees7
Clients11
DateAug 2021
Total AUM$150.6M
Discretionary$147.6M
Non-Disc.$3M
Employees7
Clients11
DateApr 2021
Total AUM$150.6M
Discretionary$147.6M
Non-Disc.$3M
Employees7
Clients11
DateJun 2020
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees5
Clients3
DateMar 2020
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees5
Clients3
DateJul 2009
Total AUM$22.4M
Discretionary$22.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$29.4M
Discretionary$25.5M
Non-Disc.$3.9M
Employees5
Clients--
DateOct 2007
Total AUM$29.9M
Discretionary$26M
Non-Disc.$3.9M
Employees5
Clients--