Barrett Wealth Connection LLC
Barrett Wealth Connection LLC is an SEC-registered mass-market adviser in Spring Grove, IL with $148.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Barrett Wealth Connection LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 161020, SEC 801-130511, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $148.0M (2026-02-06)
- Firm type
- Mass-Market Adviser
- Location
- Spring Grove, IL
- Employees
- 2
- Clients
- 177
- CRD
- 161020
- Ownership
- BARRETT, AMY, LISA
How much AUM does Barrett Wealth Connection LLC have?
Barrett Wealth Connection LLC reported $148.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Barrett Wealth Connection LLC?
Disclosed owners and executives of Barrett Wealth Connection LLC include BARRETT, AMY, LISA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.