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BARKER WEALTH MANAGEMENT, LLC

CAMAS, WA · CRD 226768 · IAPD ↗ · barkerwealthmanagement.com · (503) 616-8680

$240.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — BARKER WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
March 2025 — BARKER WEALTH MANAGEMENT, LLC now reports custody of client assets ($66.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
April 2024 — BARKER WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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