BARRETT WEALTH CONNECTION LLC
CRD #161020 SEC #801-130511 SPRING GROVE, IL 815-529-7527
SEC Registered
Total AUM
$132M
Discretionary
$129.3M
Employees
2
Clients
101
Accounts
442
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $132M | $129.3M | $2.7M | 2 | 10 |
| Mar 2025 | $132M | $129.3M | $2.7M | 2 | 10 |
| Jan 2025 | $123.9M | $121.2M | $2.7M | 2 | 6 |
| Jun 2024 | $123.9M | $121.2M | $2.7M | 2 | 6 |
| May 2024 | $123.9M | $121.2M | $2.7M | 2 | 6 |
DateOct 2025
Total AUM$132M
Discretionary$129.3M
Non-Disc.$2.7M
Employees2
Clients10
DateMar 2025
Total AUM$132M
Discretionary$129.3M
Non-Disc.$2.7M
Employees2
Clients10
DateJan 2025
Total AUM$123.9M
Discretionary$121.2M
Non-Disc.$2.7M
Employees2
Clients6
DateJun 2024
Total AUM$123.9M
Discretionary$121.2M
Non-Disc.$2.7M
Employees2
Clients6
DateMay 2024
Total AUM$123.9M
Discretionary$121.2M
Non-Disc.$2.7M
Employees2
Clients6