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BLUE BARN WEALTH

OREM, UT · CRD 107202 · IAPD ↗ · (801) 466-4101

$317.1MRegulatory AUM
6Advisory reps
9Employees
1Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
March 2026 — BLUE BARN WEALTH reported RAUM down 39% ($521.4M -> $317.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
March 2026 — BLUE BARN WEALTH shrank from 9 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
April 2025 — BLUE BARN WEALTH notice-filed in CO, ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — BLUE BARN WEALTH reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — BLUE BARN WEALTH crossed $500M in regulatory AUM ($431.4M -> $521.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
May 2024 — BLUE BARN WEALTH notice-filed in AZ, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
May 2024 — BLUE BARN WEALTH grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
69
April 2024 — BLUE BARN WEALTH reported RAUM up 56% ($276.5M -> $431.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.