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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 12, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARKER, GREGORY, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BARKER, GREGORY, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BARKER, GREGORY, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BARKER, GREGORY, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BARKER, GREGORY, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| BARKER, GREGORY, SCOTT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 12, 2025 REGISTERED
Notice Filings (2)
OR WA
Address
2005 SE192ND AVENUESUITE 200
CAMAS, WA 98607
United States
Phone: (503) 616-8680