BARRETT WEALTH CONNECTION LLC
SEC Form ADV profile.
Total regulatory AUM
$147,971,168
Discretionary
$145,132,795
Non-discretionary
$2,838,373
Firm details
- CRD number
- 161020
- SEC file number
- 801-130511
- Main office
- SPRING GROVE, IL, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.BWCONNECT.CO
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.