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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vertex fusionBeacon
- Established Date
- 09-28-2023
- Office Locations
- 1
Office Locations
About Bare Wealth Advisors
Bare Wealth Advisors is a registered investment adviser providing holistic financial planning, wealth and investment management, and legacy planning grounded in Biblical wisdom. The firm aligns portfolios and planning to clients’ purpose, values, and stewardship goals, with an emphasis on complex wealth strategies and generational impact. Investment implementation includes ETFs and mutual funds; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RONALD DEAN BARE
Chief Executive Officer, Financial Advisor, Wealth Manager
- CRD
- #2765864
- Ownership
- 50% but less than 75%
CURTIS MARK BURKHOLDER
Chief Compliance Officer, Wealth Advisor
- CRD
- #4979988
- Ownership
- 10% but less than 25%
Peak summit
Beacon summit
- CRD
- #15231
- Ownership
- 4.3%
Showing 2 of 4 owners & executives
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Adam David Black
Wealth Advisor
- CRD
- #7276411
ALEXANDRE S COSTA
Financial Advisor
- CRD
- #5563601
Vector frontier
Capital timber north
- CRD
- #72754
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $640,758,505 | $229,745 |
| Non-Discretionary | $21,505,970 | $827,153 |
| Total | $662,264,475 | $235,263 |
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Separately Managed Accounts
Total SMA Asset: $662,264,475
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,908,365,616 | 25.4% |
| Equity - Exchange | $1,900,852,366 | 25.3% |
| Cash | $3,704,032,476 | 49.3% |
| Total | $7,513,250,458 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH ATLAS | CAPITAL VERTEX | K0TUQIUS4 | TVYI | 10.95% | $82,321,158 |
| VALUE PATHWAY | SUMMIT LEGACY | UFBPCR2IW | CQUR | 12.42% | $35,969,701 |
| QUANTUM FUSION | CAPITAL ZENITH | 0BXIMHXOD | AXWE | 0.83% | $45,562,940 |
| MOMENTUM VECTOR | ATLAS CAPITAL | 26V2J8J90 | JUK | 9.23% | $84,204,146 |
| VECTOR RADIAL HARBOR | OAK VERTEX | N29MO6FV4 | ZDOW | 6.35% | $6,690,399 |
| EMBER PIONEER ALPHA | OAK WAVE | 0TY6DTYMJ | HVGB | 7.20% | $38,307,206 |
| VERTEX TIMBER | ELEMENT BRIDGE | BYWZP8RSU | PJFOD | 3.32% | $77,980,525 |
| HORIZON PEAK | ELEMENT OPTIMA | XFFRYCU42 | YWTZ | 9.89% | $16,206,251 |