BARE WEALTH ADVISORS

Legal name: BARE FINANCIAL SERVICES INC.

CRD 328043File 801-128789

APPROVED

Retail clients

Custody

Filing as of Jul 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$662.3M

Above cohort median (national)

Discretionary AUM

$640.8M

Non-discretionary $21.5M

Clients

841

2,815 accounts

Employees

Above cohort median in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Sep 28, 2023
Principal office: 835 HOUSTON RUN DRIVE, SUITE 260, GAP, PA, 17527
Phone: 717-407-5200
Website: HTTPS://WWW.LINKEDIN.COM/BAREWEALTHADVISORS

Assets & accounts

ADV Item 5F

Total regulatory AUM: $662.3M
Discretionary AUM: $640.8M
Non-discretionary AUM: $21.5M
Discretionary accounts: 2,789
Non-discretionary accounts: 26
Total accounts: 2,815
AUM per client: $787K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$14.1M
Charitable organizations	8	$7.2M
High net worth individuals	240	$405.8M
Pension and profit sharing plans	14	$16.5M
Individuals (other than high net worth individuals)	573	$218.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
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 11

This 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.