Hedge Fund Database

BLUE BARN WEALTH

BLUE BARN WEALTH, LLC Legal Name

Adviser information for BLUE BARN WEALTH last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Utah, United States

Employees

Total Number of Employees 7
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 759 $420.0M
Non-Discretionary 6 $11.4M
Total 765 $431.4M

Clients

Type Number RAUM
Individuals 142 $45.9M
HNW Individuals 77 $374.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 6 $11.4M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 4
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-118602
SEC ERA File Number 801-118602
SEC CIK Numbers 1879206
SEC CRD Numbers 107202
Legal Entity Identifier None

Principal Office

370 WEST CENTER STREET
OREM
UT
United States
Monday - Friday, 8:30 A.M. TO 4:30 P.M.
Tel: (801) 466-4101, Fax: (801) 960-3618

Websites

www.facebook.com/bluebarnwealth bluebarnwealth.com/ www.linkedin.com/company/bluebarnwealth/ twitter.com/bluebarnwealth www.instagram.com/bluebarnwealth/ www.youtube.com/channel/ucxbgg4uqf9yjuzoi0ibccfa

Chief Compliance Officer

BENJAMIN CUMMINGS
PARTNER & CHIEF COMPLIANCE OFFICER
370 WEST CENTER STREET
OREM
UT
United States
Tel: (801) 466-4101
Fax: (801) 960-3618
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SMITH, HYRUM, LEGRAND Individual – MANAGING PARTNER 05/2015 < 5%
BRIMHALL, JEFFREY, TODD Individual – MANAGING PARTNER 11/2017 < 5%
HJB WEALTH MANAGEMENT, LLC Domestic Entity – OWNER 11/2017 > 75%
HYRUM L. SMITH, LLC Domestic Entity HJB WEALTH MANAGEMENT, LLC OWNER 10/2017 25-50%
SMITH, HYRUM, LEGRAND Individual HYRUM L. SMITH, LLC OWNER & MANAGER 09/2017 > 75%
FORCE FOR GOOD FINANCIAL, LLC Domestic Entity HJB WEALTH MANAGEMENT, LLC OWNER 10/2017 25-50%
BRIMHALL, JEFFREY, TODD Individual FORCE FOR GOOD FINANCIAL, LLC OWNER & MANAGER 02/2016 > 75%
CUMMINGS, BENJAMIN, FRANKLIN Individual – PARTNER & CHIEF COMPLIANCE OFFICER 01/2022 < 5%

No. Employees, Historic

10502020202120222023202420255 on 3/30/20205 on 6/30/20207 on 4/5/20217 on 8/30/20217 on 2/7/20226 on 4/1/20226 on 3/31/20237 on 3/29/2024

RAUM, Historic

500M250M0202020212022202320242025125471994 on 3/30/2020125471994 on 6/30/2020150613537 on 4/5/2021150613537 on 8/30/2021150613537 on 2/7/2022270262657 on 4/1/2022276546269 on 3/31/2023431416544 on 3/29/2024

No. Clients, Historic

3001500202020212022202320242025103 on 3/30/2020103 on 6/30/2020132 on 4/5/2021132 on 8/30/2021132 on 2/7/2022161 on 4/1/2022195 on 3/31/2023225 on 3/29/2024

Holdings

From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 352K 3K 0
ABBVIE INC COM 201K 1K 0
ACCENTURE PLC IRELAND SHS CLASS A 373K 1K 0
ADOBE INC COM 2M 4K 0
AIRBNB INC COM CL A 353K 2K 0
ALCON AG ORD SHS 290K 3K 0
ALPHABET INC CAP STK CL C 1M 6K 0
ALPHABET INC CAP STK CL A 430K 2K 0
AMAZON COM INC COM 2M 11K 0
AMERICAN WTR WKS CO INC NEW COM 286K 2K 0
APPLE INC COM 683K 3K 0
APPLIED MATLS INC COM 316K 1K 0
ARES MANAGEMENT CORPORATION CL A COM STK 246K 2K 0
ASML HOLDING N V N Y REGISTRY SHS 388K 379 0
ASTRAZENECA PLC SPONSORED ADR 263K 3K 0
AUTODESK INC COM 275K 1K 0
AUTOMATIC DATA PROCESSING IN COM 254K 1K 0
BANK AMERICA CORP COM 331K 8K 0
BOEING CO COM 335K 2K 0
CANADIAN PACIFIC KANSAS CITY COM 258K 3K 0
CAPITAL ONE FINL CORP COM 258K 2K 0
CITIGROUP INC COM NEW 226K 4K 0
CLOUDFLARE INC CL A COM 1M 14K 0
DISNEY WALT CO COM 205K 2K 0
EXXON MOBIL CORP COM 259K 2K 0
FACTSET RESH SYS INC COM 213K 521 0
FIDELITY COVINGTON TRUST MSCI RL EST ETF 3M 100K 0
HALEON PLC SPON ADS 220K 27K 0
HOME DEPOT INC COM 234K 681 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 5M 217K 0
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 1M 59K 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 3M 134K 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 2M 106K 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 2M 68K 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 2M 89K 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 205K 9K 0
ISHARES INC CORE MSCI EMKT 488K 9K 0
ISHARES TR CORE MSCI EAFE 342K 5K 0
ISHARES TR MSCI EAFE MIN VL 551K 8K 0
ISHARES TR IBONDS DEC25 ETF 210K 8K 0
ISHARES TR IBONDS DEC24 ETF 1M 41K 0
ISHARES TR 0-5YR HI YL CP 7M 156K 0
ISHARES TR CORE INTL AGGR 2M 43K 0
ISHARES TR ESG AWR US AGRGT 397K 9K 0
ISHARES TR USD GRN BOND ETF 890K 19K 0
ISHARES TR IBONDS 24 TRM HG 477K 21K 0
ISHARES TR CORE US AGGBD ET 8M 85K 0
ISHARES TR MORNINGSTAR GRWT 711K 9K 0
ISHARES TR U.S. TECH ETF 338K 2K 0
ISHARES TR MSCI EAFE ETF 409K 5K 0
ISHARES TR RUS 2000 GRW ETF 266K 1K 0
ISHARES TR CORE S&P MCP ETF 228K 4K 0
ISHARES TR CORE S&P SCP ETF 663K 6K 0
ISHARES TR RUS 1000 ETF 2M 6K 0
ISHARES TR RUS 1000 GRW ETF 723K 2K 0
JPMORGAN CHASE & CO. COM 210K 1K 0
KAYNE ANDERSON ENERGY INFRST COM 115K 11K 0
LLOYDS BANKING GROUP PLC SPONSORED ADR 153K 56K 0
LOWES COS INC COM 244K 1K 0
MASTERCARD INCORPORATED CL A 445K 1K 0
MCDONALDS CORP COM 215K 844 0
MEDTRONIC PLC SHS 266K 3K 0
MERCK & CO INC COM 351K 3K 0
META PLATFORMS INC CL A 682K 1K 0
MICRON TECHNOLOGY INC COM 214K 2K 0
MICROSOFT CORP COM 2M 5K 0
MID-AMER APT CMNTYS INC COM 221K 2K 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 113K 10K 0
NETFLIX INC COM 654K 969 0
NOVARTIS AG SPONSORED ADR 214K 2K 0
NOVO-NORDISK A S ADR 919K 6K 0
NUSHARES ETF TR ESG HI TLD CRP 399K 19K 0
NUSHARES ETF TR NUVEEN ESG SMLCP 301K 8K 0
NUVEEN PFD & INCOME OPPORTUN COM 81K 11K 0
NVIDIA CORPORATION COM 717K 6K 0
OLLIES BARGAIN OUTLET HLDGS COM 234K 2K 0
ONEOK INC NEW COM 242K 3K 0
ORACLE CORP COM 254K 2K 0
PG&E CORP COM 181K 10K 0
QUALCOMM INC COM 806K 4K 0
RELX PLC SPONSORED ADR 216K 5K 0
REPUBLIC SVCS INC COM 293K 2K 0
RYAN SPECIALTY HOLDINGS INC CL A 207K 4K 0
SALESFORCE INC COM 592K 2K 0
SAP SE SPON ADR 336K 2K 0
SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY 7M 7M 0
SCHWAB STRATEGIC TR US MID-CAP ETF 4M 48K 0
SCHWAB STRATEGIC TR US AGGREGATE B 3M 56K 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 11M 137K 0
SCHWAB STRATEGIC TR INTL EQTY ETF 12M 309K 0
SCHWAB STRATEGIC TR US LCAP GR ETF 4M 13K 0
SCHWAB STRATEGIC TR US LCAP VA ETF 503K 7K 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 638K 18K 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 511K 19K 0
SELECT SECTOR SPDR TR ENERGY 251K 3K 0
SERVICENOW INC COM 489K 621 0
SHOPIFY INC CL A 410K 6K 0
SONY GROUP CORP SPONSORED ADR 314K 4K 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 3M 77K 0
SPDR INDEX SHS FDS PORTFOLIO EMG MK 3M 76K 0
SPDR S&P 500 ETF TR TR UNIT 477K 876 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 741K 1K 0
SPDR SER TR S&P 600 SMCP VAL 3M 37K 0
SPDR SER TR S&P 600 SMCP GRW 4M 51K 0
SPDR SER TR BLOOMBERG HIGH Y 521K 6K 0
TELEDYNE TECHNOLOGIES INC COM 261K 672 0
TERRAN ORBITAL CORPORATION COM 5M 6M 0
TESLA INC COM 357K 2K 0
TEXAS INSTRS INC COM 215K 1K 0
THERMO FISHER SCIENTIFIC INC COM 477K 862 0
TOTALENERGIES SE SPONSORED ADS 243K 4K 0
UNILEVER PLC SPON ADR NEW 239K 4K 0
UNITEDHEALTH GROUP INC COM 322K 633 0
VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 600K 5K 0
VANGUARD BD INDEX FDS INTERMED TERM 2M 21K 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 677K 9K 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 12M 244K 0
VANGUARD INDEX FDS TOTAL STK MKT 513K 2K 0
VANGUARD INDEX FDS VALUE ETF 2M 13K 0
VANGUARD INDEX FDS MID CAP ETF 768K 3K 0
VANGUARD INDEX FDS SM CP VAL ETF 2M 12K 0
VANGUARD INDEX FDS REAL ESTATE ETF 1M 12K 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 316K 7K 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 457K 8K 0
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 3M 22K 0
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 15M 160K 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 529K 11K 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 3M 27K 0
VANGUARD WORLD FD ESG US STK ETF 227K 2K 0
VERIZON COMMUNICATIONS INC COM 396K 10K 0
VISA INC COM CL A 767K 3K 0
WATSCO INC COM 280K 605 0
WEC ENERGY GROUP INC COM 341K 4K 0
WELLS FARGO CO NEW COM 345K 6K 0
WILLIAMS COS INC COM 212K 5K 0
WISDOMTREE TR US TOTAL DIVIDND 225K 3K 0
WORKDAY INC CL A 202K 903 0
ZOETIS INC CL A 280K 2K 0