Barnes Wealth Management Group
Barnes Wealth Management Group is an SEC-registered mass-market adviser in Bakersfield, CA with $477.2M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Barnes Wealth Management Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132189, SEC 801-118031, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $477.2M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Bakersfield, CA
- Employees
- 12
- Clients
- 897
- CRD
- 132189
- Ownership
- STEVEN A. BARNES AND LORI B. BARNES TRUSTEES OF THE BARNES LIVING TRUST DTD 9/20/1995; Barnes, Lori; BARNES, STEVEN, ALLEN
How much AUM does Barnes Wealth Management Group have?
Barnes Wealth Management Group reported $477.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Barnes Wealth Management Group?
Disclosed owners and executives of Barnes Wealth Management Group include STEVEN A. BARNES AND LORI B. BARNES TRUSTEES OF THE BARNES LIVING TRUST DTD 9/20/1995, Barnes, Lori, BARNES, STEVEN, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.