Bare Wealth Advisors
Bare Wealth Advisors is an SEC-registered mass-market adviser in Gap, PA with $662.3M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Bare Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328043, SEC 801-128789, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $662.3M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Gap, PA
- Employees
- 19
- Clients
- 841
- CRD
- 328043
- Ownership
- YASTE, TAELIM, HARRISON; BWAS HOLDINGS LLC; KURTZ, RYAN, MATTHEW; KING, CLAIR, LAMAR; BURKHOLDER, CURTIS, MARK
How much AUM does Bare Wealth Advisors have?
Bare Wealth Advisors reported $662.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Bare Wealth Advisors?
Disclosed owners and executives of Bare Wealth Advisors include YASTE, TAELIM, HARRISON, BWAS HOLDINGS LLC, KURTZ, RYAN, MATTHEW, KING, CLAIR, LAMAR, BURKHOLDER, CURTIS, MARK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.