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

Clients

101

Accounts

2,283

Firm Details

Organization Type: Corporation
State of Formation: Pennsylvania
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jun 2, 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
BURKHOLDER, CURTIS, MARK	I	CHIEF EXECUTIVE OFFICER	NA	Control
BURKHOLDER, CURTIS, MARK	I	CHIEF EXECUTIVE OFFICER	NA	Control
Tonnemacher, Sean	I	CHIEF EXECUTIVE OFFICER	NA	Control
Tonnemacher, Sean	I	CHIEF EXECUTIVE OFFICER	NA	Control
YASTE, TAELIM, HARRISON	I	CHIEF COMPLIANCE OFFICER	NA
YASTE, TAELIM, HARRISON	I	CHIEF COMPLIANCE OFFICER	NA
YASTE, TAELIM, HARRISON	I	CHIEF COMPLIANCE OFFICER	NA
YASTE, TAELIM, HARRISON	I	CHIEF COMPLIANCE OFFICER	NA	Control
YASTE, TAELIM, HARRISON	I	CHIEF COMPLIANCE OFFICER	NA	Control
BARE, RONALD, DEAN	I	CO-FOUNDER	E	Control
BARE, RONALD, DEAN	I	CO-FOUNDER	E	Control
BARE, RONALD, DEAN	I	CO-FOUNDER	E	Control
BARE, RONALD, DEAN	I	CO-FOUNDER	E	Control
BARE, RONALD, DEAN	I	CO-FOUNDER	E	Control
BARE, RONALD, DEAN	I	CO-FOUNDER	E	Control
BARE, RONALD, DEAN	I	CO-FOUNDER	E	Control
BARE, RONALD, DEAN	I	CO-FOUNDER	E	Control
BARE, RONALD, DEAN	I	CO-FOUNDER	E	Control
BARE, RONALD, DEAN	I	CO-FOUNDER	E	Control
BARE, RONALD, DEAN	I	CO-FOUNDER	E	Control
BWAS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
BWAS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
BWAS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
BWAS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
BWAS HOLDINGS LLC	DE	HOLDING COMPANY	E	Control
BARE, RONALD, DEAN	I	CEO	D	Control
BARE, RONALD, DEAN	I	CEO	D	Control
BURKHOLDER, CURTIS, MARK	I	CO-FOUNDER AND CHIEF COMPLIANCE OFFICER	B	Control
BURKHOLDER, CURTIS, MARK	I	CO-FOUNDER AND CHIEF COMPLIANCE OFFICER	B	Control
BURKHOLDER, CURTIS, MARK	I	CO-FOUNDER AND CHIEF COMPLIANCE OFFICER	B	Control
BURKHOLDER, CURTIS, MARK	I	CO-FOUNDER AND CHIEF COMPLIANCE OFFICER	B	Control
BURKHOLDER, CURTIS, MARK	I	CO-FOUNDER AND CHIEF COMPLIANCE OFFICER	B	Control
BURKHOLDER, CURTIS, MARK	I	CO-FOUNDER AND CHIEF COMPLIANCE OFFICER	B	Control
BURKHOLDER, CURTIS, MARK	I	CO-FOUNDER AND CHIEF COMPLIANCE OFFICER	B	Control
BURKHOLDER, CURTIS, MARK	I	CO-FOUNDER AND CHIEF COMPLIANCE OFFICER	B	Control
BURKHOLDER, CURTIS, MARK	I	CO-FOUNDER AND CHIEF COMPLIANCE OFFICER	B	Control
BURKHOLDER, CURTIS, MARK	I	CO-FOUNDER AND CHIEF COMPLIANCE OFFICER	B	Control
BURKHOLDER, CURTIS, MARK	I	CO-FOUNDER AND CHIEF COMPLIANCE OFFICER	B	Control
BURKHOLDER, CURTIS, MARK	I	CHIEF COMPLIANCE OFFICER	B	Control
BURKHOLDER, CURTIS, MARK	I	CHIEF COMPLIANCE OFFICER	B	Control
KING, CLAIR, LAMAR	I	PARTNER	B	Control
KING, CLAIR, LAMAR	I	PARTNER	B	Control
KURTZ, RYAN, MATTHEW	I	PARTNER	B	Control
KURTZ, RYAN, MATTHEW	I	PARTNER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BURKHOLDER, CURTIS, MARK	I	BWAS HOLDINGS LLC	F	Control
BURKHOLDER, CURTIS, MARK	I	BWAS HOLDINGS LLC	F	Control
BARE, RONALD, DEAN	I	BWAS HOLDINGS LLC	E	Control
BARE, RONALD, DEAN	I	BWAS HOLDINGS LLC	E	Control

Registrations

Federal

Jun 2, 2025 REGISTERED

Notice Filings (6)

FL LA MD NH PA VA

Address

835 HOUSTON RUN DRIVE
SUITE 260
GAP, PA 17527
United States

Phone: 717-407-5200