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BARLOW WEALTH PARTNERS, LLC

LOUISVILLE, KY · CRD 325308 · IAPD ↗ · barlowwealth.com · (502) 308-4270

$1.35BRegulatory AUM
6Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
June 2025 — BARLOW WEALTH PARTNERS, LLC now reports custody of client assets ($660.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
63
March 2025 — BARLOW WEALTH PARTNERS, LLC 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
49
January 2025 — BARLOW WEALTH PARTNERS, LLC notice-filed in NH, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
February 2024 — BARLOW WEALTH PARTNERS, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
80
February 2024 — BARLOW WEALTH PARTNERS, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
85
February 2024 — BARLOW WEALTH PARTNERS, LLC crossed $1B in regulatory AUM ($890.2M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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