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BARRETT WEALTH CONNECTION LLC

SPRING GROVE, IL · CRD 161020 · IAPD ↗ · bwconnect.co · 815-529-7527

$148.0MRegulatory AUM
2Advisory reps
2Employees
12Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — BARRETT WEALTH CONNECTION LLC now reports custody of client assets ($37.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
December 2025 — BARRETT WEALTH CONNECTION LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
February 2025 — BARRETT WEALTH CONNECTION LLC changed its website from barrettwealthconnection.com to bwconnect.co.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
February 2025 — BARRETT WEALTH CONNECTION LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2024 — BARRETT WEALTH CONNECTION LLC (SPRING GROVE, IL) is newly SEC-registered with $123.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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