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BARNES WEALTH MANAGEMENT GROUP

BAKERSFIELD, CA · CRD 132189 · IAPD ↗ · barneswealth.com · 661-322-9799

$477.2MRegulatory AUM
7Advisory reps
12Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2024 — BARNES WEALTH MANAGEMENT GROUP reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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