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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 Oct 1, 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
- Website
- https://bluebarnwealth.com/
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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 12 | 9 | decreased by3 |
| Mar 1, 2026 | Clients | 303 | 233 | decreased by70 |
| Mar 1, 2026 | AUM | $521,370,490 | $317,067,080 | decreased by$204,303,410 |
| Mar 1, 2026 | Accounts | 990 | 681 | decreased by309 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 12 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 161 | 303 | increased by142 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $270,262,657 | $521,370,490 | increased by$251,107,833 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 546 | 990 | increased by444 |
| May 1, 2022 | Employees | 7 | 6 | decreased by1 |
| May 1, 2022 | Clients | 132 | 161 | increased by29 |
| May 1, 2022 | AUM | $150,613,537 | $270,262,657 | increased by$119,649,120 |
| May 1, 2022 | Accounts | 445 | 546 | increased by101 |
| May 1, 2021 | Employees | 5 | 7 | increased by2 |
| May 1, 2021 | Clients | 103 | 132 | increased by29 |
| May 1, 2021 | AUM | $125,471,994 | $150,613,537 | increased by$25,141,543 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BLUE BARN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLUE BARN” may also match similarly-named firms). Confirm identity against each filing.
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.