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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-15-2020
- Office Locations
- 1
Office Locations
About 30-40 Wealth Partners
30/40 Wealth is an RIA built for tech professionals, specializing in equity compensation (RSUs, stock options, ESPP), IPO/exit planning, and tax optimization. The firm delivers integrated financial planning and investment portfolio management to address concentrated company stock, liquidity decisions, and long-term goals (retirement, insurance, estate planning). Track record includes $500M+ in equity compensation advised and 100+ liquidity events; custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KRISTOPHER ALLAN BARNEY
Chief Compliance Officer, Chief Investment Officer, Lead Financial Planner, Managing Partner
- CRD
- #5385959
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,690,377 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,690,377 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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