BARLOW WEALTH PARTNERS, LLC
CRD #325308 SEC #801-127506 LOUISVILLE, KY (502) 308-4270
SEC Registered
Total AUM
$1.2B
Discretionary
$1.1B
Employees
6
Clients
251
Accounts
1,404
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 15, 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 |
|---|---|---|---|---|
| DOREN, KELSEY, MARIE | I | PARTNER | NA | Control |
| Shuckerow, Michael, Joseph | I | CCO | NA | Control |
| AMHERST ROAD WEALTH ADVISORS HOLDINGS,LLC | DE | HOLDING COMPANY | E | Control |
| BARLOW, BARRY, OWENS | I | SENIOR FOUNDING PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARLOW, BARRY, OWENS | I | SENIOR FOUNDING PARTNER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARLOW, BARRY, OWENS | I | MANAGING PARTNER | D | Control |
| BARLOW, BARRY, OWENS | I | MANAGING PARTNER | D | Control |
| BARLOW, BARRY, OWENS | I | MANAGING PARTNER | D | Control |
| BARLOW, BARRY, OWENS | I | MANAGING PARTNER | D | Control |
| BARLOW, BARRY, OWENS | I | MANAGING PARTNER | D | Control |
| BARLOW, BARRY, OWENS | I | MANAGING PARTNER | C | Control |
| BARLOW, FRANK, O | I | INVESTMENT MANAGER | B | Control |
| BARLOW, FRANK, O | I | INVESTMENT MANAGER | B | Control |
| BARLOW, FRANK, O | I | INVESTMENT MANAGER | B | Control |
| BARLOW, FRANK, O | I | INVESTMENT MANAGER | B | Control |
| BARLOW, FRANK, O | I | INVESTMENT MANAGER | B | Control |
| BARLOW, FRANK, O | I | INVESTMENT MANAGER | B | Control |
| BARLOW, FRANK, O | I | INVESTMENT MANAGER | B | Control |
| BARLOW, FRANK, O | I | INVESTMENT MANAGER | B | Control |
| BOOK, CHRISTINE | I | CLIENT SERVICES EXECUTIVE | B | Control |
| BOOK, CHRISTINE | I | CLIENT SERVICES EXECUTIVE | B | Control |
| BOOK, CHRISTINE | I | CLIENT SERVICES EXECUTIVE | B | Control |
| BOOK, CHRISTINE | I | CLIENT SERVICES EXECUTIVE | B | Control |
| BOOK, CHRISTINE | I | CLIENT SERVICES EXECUTIVE | B | Control |
| BOOK, CHRISTINE | I | CLIENT SERVICES EXECUTIVE | B | Control |
| BOOK, CHRISTINE | I | CLIENT SERVICES EXECUTIVE | B | Control |
| JONES, AMY, S | I | WEALTH PLANNER | B | Control |
| JONES, AMY, S | I | WEALTH PLANNER | B | Control |
| JONES, AMY, S | I | CHIEF COMPLIANCE OFFICER AND WEALTH PLANNER | B | Control |
| JONES, AMY, S | I | CHIEF COMPLIANCE OFFICER AND WEALTH PLANNER | B | Control |
| JONES, AMY, S | I | CHIEF COMPLIANCE OFFICER AND WEALTH PLANNER | B | Control |
| JONES, AMY, S | I | CHIEF COMPLIANCE OFFICER AND WEALTH PLANNER | B | Control |
| JONES, AMY, S | I | CHIEF COMPLIANCE OFFICER AND WEALTH PLANNER | B | Control |
| JONES, AMY, S | I | CHIEF COMPLIANCE OFFICER AND WEALTH PLANNER | B | Control |
| MCINTOSH, CHRISTOPHER, C | I | PORTFOLIO MANAGER | B | Control |
| MCINTOSH, CHRISTOPHER, C | I | PORTFOLIO MANAGER | B | Control |
| MCINTOSH, CHRISTOPHER, C | I | PORTFOLIO MANAGER | B | Control |
| MCINTOSH, CHRISTOPHER, C | I | PORTFOLIO MANAGER | B | Control |
| MCINTOSH, CHRISTOPHER, C | I | PORTFOLIO MANAGER | B | Control |
| MCINTOSH, CHRISTOPHER, C | I | PORTFOLIO MANAGER | B | Control |
| MCINTOSH, CHRISTOPHER, C | I | PORTFOLIO MANAGER | B | Control |
| MCINTOSH, CHRISTOPHER, C | I | PORTFOLIO MANAGER | B | Control |
| BOOK, CHRISTINE | I | CLIENT SERVICES EXECUTIVE | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Shuckerow, Michael, Joseph | I | AMHERST ROAD WEALTH ADVISORS HOLDINGS,LLC | E | Control |
Registrations
Federal
IA
May 15, 2025 REGISTERED
Notice Filings (12)
CA CO FL GA IL IN KY NH OH SC TX VA
Address
3700 BROWNSBORO ROADLOUISVILLE, KY 40207
United States
Phone: (502) 308-4270