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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARNES, STEVEN, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BARNES, STEVEN, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BARNES, STEVEN, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BARNES, STEVEN, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BARNES, STEVEN, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARNES, STEVEN, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARNES, STEVEN, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARNES, STEVEN, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARNES, STEVEN, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| BARNES, STEVEN, ALLEN | I | TRUSTEE TO THE BARNES LIVING TRUST DATED 09/20/1995 | E | Control |
| BARNES, STEVEN, ALLEN | I | TRUSTEE TO THE BARNES LIVING TRUST DATED 09/20/1995 | E | Control |
| BARNES, STEVEN, ALLEN | I | TRUSTEE TO THE BARNES LIVING TRUST DATED 09/20/1995 | E | Control |
| BARNES, STEVEN, ALLEN | I | TRUSTEE TO THE BARNES LIVING TRUST DATED 09/20/1995 | E | Control |
| Barnes, Lori | I | TRUSTEE TO THE BARNES LIVING TRUST DATED 09/20/1995 | E | Control |
| Barnes, Lori | I | TRUSTEE TO THE BARNES LIVING TRUST DATED 09/20/1995 | E | Control |
| Barnes, Lori | I | TRUSTEE TO THE BARNES LIVING TRUST DATED 09/20/1995 | E | Control |
| Barnes, Lori | I | TRUSTEE TO THE BARNES LIVING TRUST DATED 09/20/1995 | E | Control |
| STEVEN A. BARNES AND LORI B. BARNES TRUSTEES OF THE BARNES LIVING TRUST DTD 9/20/1995 | DE | OWNER | E | Control |
| STEVEN A. BARNES AND LORI B. BARNES TRUSTEES OF THE BARNES LIVING TRUST DTD 9/20/1995 | DE | OWNER | E | Control |
| STEVEN A. BARNES AND LORI B. BARNES TRUSTEES OF THE BARNES LIVING TRUST DTD 9/20/1995 | DE | OWNER | E | Control |
| STEVEN A. BARNES AND LORI B. BARNES TRUSTEES OF THE BARNES LIVING TRUST DTD 9/20/1995 | DE | OWNER | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (3)
CA PA TX
Address
5060 CALIFORNIA AVE.SUITE 600
BAKERSFIELD, CA 93309
United States
Phone: 661-322-9799