RIA Intelligence

BARKER WEALTH MANAGEMENT, LLC

CRD #226768 SEC #801-120753 CAMAS, WA (503) 616-8680
SEC Registered
Total AUM
$195.3M
Discretionary
$191M
Employees
2
Clients
10
Accounts
265

AUM Over Time

DateFeb 2025
Total AUM$195.3M
Discretionary$191M
Non-Disc.$4.3M
Employees2
Clients0
DateMar 2024
Total AUM$159.6M
Discretionary$155.4M
Non-Disc.$4.2M
Employees2
Clients0
DateMar 2023
Total AUM$130M
Discretionary$126M
Non-Disc.$4M
Employees2
Clients0
DateFeb 2022
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees2
Clients1