Barrett Wealth Connection LLC

RIASEC Registered

Total AUM

$148M

Discretionary

$145M

98% of AUM

Avg account

$353K

Accounts

419

Employees

Advisory reps

Firm details

Headquarters: Spring Grove, Illinois
CRD number: 161020
Registered since: June 20, 2024
Website: bwconnect.co
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.37%
Individuals20.91%
Charitable Organizations2.15%
Pension & Profit Sharing Plans1.57%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Barrett Wealth Connection LLC is an independent registered investment adviser structured as a limited liability company. The firm registered with the SEC in 2024. Ownership is individual, and its client mix includes both individuals and families as well as institutional relationships. Compensation is primarily fee-based with a mix of percentage-of-AUM billing plus hourly and fixed-fee engagements. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars or workshops. The firm does not identify as an active ESG investor. Barrett Wealth Connection is not positioned as a capital allocator to direct private deals.