Bare Wealth Advisors

RIASEC RegisteredEst. 2023

Total AUM

$662M

Discretionary

$641M

97% of AUM

Avg account

$235K

Accounts

2,815

Employees

Advisory reps

Firm details

Headquarters: Gap, Pennsylvania
CRD number: 328043
Registered since: September 28, 2023
Website: barewealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI61.27%
Individuals33.01%
Pension & Profit Sharing Plans2.5%
Corporations / Businesses2.13%
Charitable Organizations1.09%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bare Wealth Advisors is an independent, individual-owned registered investment adviser that began SEC registration in 2023 and operates as a corporation. The firm serves both individuals and families as well as institutional clients and identifies itself as a capital allocator. Its advisory mandate includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and investor education through seminars and workshops. Bare Wealth Advisors also conducts insurance brokerage activity. Compensation is primarily a percentage of assets under management supplemented by fixed fees. The firm does not characterize itself as an active ESG investor and is not designated as a multi-state adviser.