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BARE FINANCIAL SERVICES INC.

Doing business as BARE WEALTH ADVISORS. SEC Form ADV profile.

Total regulatory AUM
$662,264,475
Discretionary
$640,758,505
Non-discretionary
$21,505,970

Firm details

CRD number
328043
SEC file number
801-128789
Main office
GAP, PA, United States
Employees
19
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.