CRD: 226768
Barker Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-21-2015
- Office Locations
- 2
Office Locations
About Barker Wealth Management, LLC
Barker Wealth Management, LLC is a boutique RIA in Camas/Ridgefield, WA providing financial planning and discretionary portfolio management for retirees, business owners, and entrepreneurs. The firm emphasizes asset allocation and risk management, typically implementing portfolios with ETFs and mutual funds and coordinating tax, estate, insurance, and retirement planning needs. Custodied with Charles Schwab, and publishes ongoing market/planning commentary on its blog.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
GREGORY SCOTT BARKER
Chief Compliance Officer, Managing Member
- CRD
- #2784196
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Charles A Petitjean
Wealth Advisor
- CRD
- #6829472
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $235,611,460 | $879,147 |
| Non-Discretionary | $4,967,262 | $4,967,262 |
| Total | $240,578,722 | $894,345 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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