BARLOW WEALTH PARTNERS, LLC
Adviser information for BARLOW WEALTH PARTNERS, LLC last updated from Form ADV on January 16th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| 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 | 883 | $849.7M |
| Non-Discretionary | 355 | $162.3M |
| Total | 1,238 | $1.0B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 63 | $13.7M |
| HNW Individuals | 281 | $978.6M |
| 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 | 0 | $0 |
| Charitable organizations | 6 | $8.4M |
| 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 | 7 | $11.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| 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 businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 1.0B |
| Portfolio Manager to Program | Sponsor |
|---|---|
| BARLOW WEALTH PARTNERS WRAP PROGRAM | BARLOW WEALTH PARTNERS, LLC |
Identifiers
| SEC RIA File Number | 801-127506 |
|---|---|
| SEC ERA File Number | 801-127506 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325308 |
| Legal Entity Identifier | None |
Principal Office
3700 BROWNSBORO ROADLOUISVILLE
KY
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: (502) 308-4270, Fax: (502) 289-1807
Websites
Chief Compliance Officer
AMY S. JONES
WEALTH PLANNER
3700 BROWNSBORO ROAD
LOUISVILLE
KY
United States
Tel:
(502) 308-4270
A**@***************M
(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 |
|---|---|---|---|---|---|
| BARLOW, BARRY, OWENS | Individual | – | MANAGING PARTNER | 04/2023 | 50-75% |
| BARLOW, FRANK, O | Individual | – | INVESTMENT MANAGER | 04/2023 | 10-25% |
| JONES, AMY, S | Individual | – | CHIEF COMPLIANCE OFFICER AND WEALTH PLANNER | 04/2023 | 10-25% |
| MCINTOSH, CHRISTOPHER, C | Individual | – | PORTFOLIO MANAGER | 04/2023 | 10-25% |
| BOOK, CHRISTINE | Individual | – | CLIENT SERVICES EXECUTIVE | 04/2023 | 10-25% |