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BARE WEALTH ADVISORS

GAP, PA · CRD 328043 · IAPD ↗ · 717-407-5200

$662.3MRegulatory AUM
8Advisory reps
19Employees
25Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — BARE WEALTH ADVISORS notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2026 — BARE WEALTH ADVISORS reported RAUM up 30% ($509.3M -> $662.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — BARE WEALTH ADVISORS 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
70
April 2025 — BARE WEALTH ADVISORS crossed $500M in regulatory AUM ($222.2M -> $509.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
April 2024 — BARE WEALTH ADVISORS reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
February 2024 — BARE WEALTH ADVISORS now reports custody of client assets ($156.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
February 2024 — BARE WEALTH ADVISORS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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