BARNES WEALTH MANAGEMENT GROUP, INC.
Legal name: BARNES WEALTH MANAGEMENT GROUP
CRD #132189 SEC #801-118031 BAKERSFIELD, CA 661-322-9799
SEC Registered
Total AUM
$411.6M
Discretionary
$255.5M
Employees
11
Clients
51
Accounts
1,292
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $411.6M | $255.5M | $156.1M | 11 | 0 |
| Mar 2024 | $336.8M | $208.5M | $128.4M | 10 | 0 |
| Sep 2023 | $282.2M | $175.4M | $106.7M | 11 | 0 |
| Mar 2023 | $282.2M | $175.4M | $106.7M | 11 | 0 |
| Mar 2022 | $154.9M | $154.9M | $0 | 10 | 0 |
| Apr 2021 | $148.6M | $148.6M | $0 | 11 | 2 |
| Jun 2020 | $120.8M | $120.8M | $0 | 11 | 5 |
| Mar 2020 | $120.8M | $120.8M | $0 | 11 | 5 |
| Jan 2020 | $120.8M | $120.8M | $0 | 11 | 5 |
DateMar 2025
Total AUM$411.6M
Discretionary$255.5M
Non-Disc.$156.1M
Employees11
Clients0
DateMar 2024
Total AUM$336.8M
Discretionary$208.5M
Non-Disc.$128.4M
Employees10
Clients0
DateSep 2023
Total AUM$282.2M
Discretionary$175.4M
Non-Disc.$106.7M
Employees11
Clients0
DateMar 2023
Total AUM$282.2M
Discretionary$175.4M
Non-Disc.$106.7M
Employees11
Clients0
DateMar 2022
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees10
Clients0
DateApr 2021
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees11
Clients2
DateJun 2020
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees11
Clients5
DateMar 2020
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees11
Clients5
DateJan 2020
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees11
Clients5