BARE FINANCIAL SERVICES INC.
Legal name: BARE WEALTH ADVISORS
CRD #328043 SEC #801-128789 GAP, PA 717-407-5200
SEC Registered
Total AUM
$509.3M
Discretionary
$499.2M
Employees
19
Clients
101
Accounts
2,283
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $509.3M | $499.2M | $10.1M | 19 | 80 |
| Mar 2025 | $509.3M | $499.2M | $10.1M | 19 | 80 |
| Dec 2024 | $222.2M | $220.5M | $1.7M | 16 | 0 |
| Nov 2024 | $222.2M | $220.5M | $1.7M | 16 | 0 |
| Jul 2024 | $222.2M | $220.5M | $1.7M | 16 | 0 |
| Jun 2024 | $222.2M | $220.5M | $1.7M | 16 | 0 |
| Jun 2024 | $222.2M | $220.5M | $1.7M | 16 | 0 |
| Mar 2024 | $222.2M | $220.5M | $1.7M | 16 | 0 |
| Jan 2024 | $193.4M | $192.9M | $500K | 16 | 0 |
| Dec 2023 | $0 | $0 | $0 | 16 | 0 |
| Dec 2023 | $0 | $0 | $0 | 16 | 0 |
| Nov 2023 | $0 | $0 | $0 | 16 | 0 |
| Oct 2023 | $0 | $0 | $0 | 16 | 0 |
| Sep 2023 | $0 | $0 | $0 | 16 | 0 |
| Sep 2023 | $0 | $0 | $0 | 16 | 0 |
| Sep 2023 | $0 | $0 | $0 | 16 | 0 |
| Aug 2023 | $0 | $0 | $0 | 16 | 0 |
DateJun 2025
Total AUM$509.3M
Discretionary$499.2M
Non-Disc.$10.1M
Employees19
Clients80
DateMar 2025
Total AUM$509.3M
Discretionary$499.2M
Non-Disc.$10.1M
Employees19
Clients80
DateDec 2024
Total AUM$222.2M
Discretionary$220.5M
Non-Disc.$1.7M
Employees16
Clients0
DateNov 2024
Total AUM$222.2M
Discretionary$220.5M
Non-Disc.$1.7M
Employees16
Clients0
DateJul 2024
Total AUM$222.2M
Discretionary$220.5M
Non-Disc.$1.7M
Employees16
Clients0
DateJun 2024
Total AUM$222.2M
Discretionary$220.5M
Non-Disc.$1.7M
Employees16
Clients0
DateJun 2024
Total AUM$222.2M
Discretionary$220.5M
Non-Disc.$1.7M
Employees16
Clients0
DateMar 2024
Total AUM$222.2M
Discretionary$220.5M
Non-Disc.$1.7M
Employees16
Clients0
DateJan 2024
Total AUM$193.4M
Discretionary$192.9M
Non-Disc.$500K
Employees16
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0