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BARNES WEALTH MANAGEMENT GROUP
Legal name: BARNES WEALTH MANAGEMENT GROUP, INC.
CRD 132189File 801-118031
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$477.2M
Above cohort median (national)
Discretionary AUM
$308.4M
Non-discretionary $168.8M
Clients
897
1,470 accounts
Employees
12
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 3, 2020
- Principal office
- 5060 CALIFORNIA AVE., SUITE 600, BAKERSFIELD, CA, 93309
- Phone
- 661-322-9799
- Website
- HTTP://WWW.BARNESWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $477.2M
- Discretionary AUM
- $308.4M
- Non-discretionary AUM
- $168.8M
- Discretionary accounts
- 1,429
- Non-discretionary accounts
- 41
- Total accounts
- 1,470
- AUM per client
- $532K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 17 | $4.6M |
| Charitable organizations | 6 | $637K |
| High net worth individuals | 124 | $167.1M |
| Pension and profit sharing plans | 41 | $168.8M |
| Individuals (other than high net worth individuals) | 709 | $136.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — CLASS/EDUCATIONAL FEES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- 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.