Blue Barn Wealth
Blue Barn Wealth is an SEC-registered wealth manager in Orem, UT with $317.1M assets under management (AUM, regulatory AUM), -27% over one year. See who owns Blue Barn Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107202, SEC 801-118602, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $317.1M (2026-02-17)
- Firm type
- Wealth Manager
- Location
- Orem, UT
- Employees
- 9
- Clients
- 233
- CRD
- 107202
- Ownership
- SMITH, DENISE, DURRANS; SMITH, CRAIG, STUART; SMITH, HYRUM, LEGRAND; BRIMHALL, JEFFREY, TODD; HJB WEALTH MANAGEMENT, LLC
How much AUM does Blue Barn Wealth have?
Blue Barn Wealth reported $317.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Blue Barn Wealth?
Disclosed owners and executives of Blue Barn Wealth include SMITH, DENISE, DURRANS, SMITH, CRAIG, STUART, SMITH, HYRUM, LEGRAND, BRIMHALL, JEFFREY, TODD, HJB WEALTH MANAGEMENT, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.