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BARLOW WEALTH PARTNERS, LLC
CRD 325308File 801-127506
APPROVED
Retail clients
Custody
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.35B
Above cohort median (national)
Discretionary AUM
$1.21B
Non-discretionary $146.2M
Clients
428
1,425 accounts
Employees
6
Top 25% of cohort in KY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 23, 2023
- Principal office
- 3700 BROWNSBORO ROAD, LOUISVILLE, KY, 40207
- Phone
- (502) 308-4270
- Website
- https://barlowwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.35B
- Discretionary AUM
- $1.21B
- Non-discretionary AUM
- $146.2M
- Discretionary accounts
- 1,194
- Non-discretionary accounts
- 231
- Total accounts
- 1,425
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $64.3M |
| Charitable organizations | 7 | $16.0M |
| High net worth individuals | 312 | $1.25B |
| Individuals (other than high net worth individuals) | 91 | $23.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- No
- 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.