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BARRETT WEALTH CONNECTION LLC
CRD 161020File 801-130511
APPROVED
Retail clients
Custody
Filing as of Feb 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$148.0M
Bottom 25% of cohort (national)
Discretionary AUM
$145.1M
Non-discretionary $2.8M
Clients
177
419 accounts
Employees
2
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 20, 2024
- Principal office
- 2002 HOLIAN DRIVE, SUITE 104, SPRING GROVE, IL, 60081
- Phone
- 815-529-7527
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $148.0M
- Discretionary AUM
- $145.1M
- Non-discretionary AUM
- $2.8M
- Discretionary accounts
- 412
- Non-discretionary accounts
- 7
- Total accounts
- 419
- AUM per client
- $836K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $3.2M |
| High net worth individuals | 59 | $111.5M |
| Pension and profit sharing plans | 12 | $2.3M |
| Individuals (other than high net worth individuals) | 104 | $30.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Custody | No | Yes | |
| Mar 1, 2026 | Clients | 165 | 177 | increased by12 |
| Mar 1, 2026 | AUM | $131,998,176 | $147,971,168 | increased by$15,972,992 |
| Mar 1, 2026 | Accounts | 442 | 419 | decreased by23 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BARRETT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BARRETT WEALTH” 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.