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BLUE BARN WEALTH
Legal name: BLUE BARN WEALTH, LLC
CRD 107202File 801-118602
APPROVED
Retail clients
Custody
Filing as of Feb 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$317.1M
Below cohort median (national)
Discretionary AUM
$294.4M
Non-discretionary $22.6M
Clients
233
681 accounts
Employees
9
Below cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 29, 2020
- Principal office
- 370 WEST CENTER STREET, OREM, UT, 84057
- Phone
- (801) 466-4101
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $317.1M
- Discretionary AUM
- $294.4M
- Non-discretionary AUM
- $22.6M
- Discretionary accounts
- 674
- Non-discretionary accounts
- 7
- Total accounts
- 681
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $246.2M |
| Pension and profit sharing plans | 7 | $22.6M |
| Individuals (other than high net worth individuals) | 180 | $48.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.