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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 6, 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 |
|---|---|---|---|---|
| BARRETT, AMY, LISA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRETT, AMY, LISA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRETT, AMY, LISA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRETT, AMY, LISA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BARRETT, AMY, LISA | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 6, 2025 REGISTERED
Notice Filings (5)
CA CO IL TX WI
Address
2002 HOLIAN DRIVE, SUITE 104SPRING GROVE, IL 60081
United States
Phone: 815-529-7527