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Barlow Wealth Partners, LLC

Barlow Wealth Partners, LLC. CRD 325308

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CRD: 325308

Barlow Wealth Partners, LLC

Louisville, KY, 40207
5023084270
barlowwealth.com
$1.4B Total AUM
$1.2B Disc. AUM
-- 3Y CAGR
6 Employees
428 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Capital delta
Established Date
03-23-2023
Office Locations
1

Office Locations

3700 Brownsboro Road Louisville KY

About Barlow Wealth Partners, LLC

Barlow Wealth Partners is a Louisville, KY RIA providing wealth management and financial planning for individuals and entrepreneurs, including support with tax, estate, charitable giving, and business succession planning. Portfolios emphasize ETF-based asset allocation alongside fixed income. The firm cites recognition in Barron’s March 2023 Top 1,200 Financial Advisors (state-by-state) ranking.

Team overview

68 AVG AGE
$225.3M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
2.9 yrs AVG TENURE
6 Employees
6 Advisory Reps
5 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Delta peak Vector legacy Zenith ridge

Client Personas

Matrix unison

Custodian

Legacy capital Element ember Peak Horizon

Investment Themes

Optima bridge Capital

Services

Quantum catalyst Pathway catalyst Value oak Vertex pioneer Harbor Vertex wave Peak Horizon

Technology

North vital

Owner & Executives

BARRY OWENS BARLOW

BARRY OWENS BARLOW

Managing Director, Managing Partner

CRD
#1006635
Ownership
25% but less than 50%
(417) 426-1329
foundation.quantum@summitcapital.com
in linkedin.com/in/wave-ridge
F

FRANK O BARLOW

INVESTMENT MANAGER, Partner

CRD
#5174446
Ownership
10% but less than 25%
(245) 855-4035
insight.ember@northcapital.com
in linkedin.com/in/matrix-vertex
Z

Zenith foundation

Frontier atlas atlas

CRD
#94315
Ownership
36.1%
(509) 212-9246
delta.pathway@bridgecapital.com
in linkedin.com/in/eagle-momentum

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-21-2023
12-17-2024
05-15-2025
03-02-2026
Category Assets AVG. Account size
Discretionary $1,205,710,631 $1,009,808
Non-Discretionary $146,180,644 $632,817
Total $1,351,891,275 $948,696

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Separately Managed Accounts

Total SMA Asset: $1,351,891,275

$1.4B Total SMA
Equity - Exchange:
12.9%
Corporate - Investment Grade:
22.4%
U.S. Government/Agency:
29.4%
Cash:
9.3%
Public Funds:
26.0%
Asset class Assets Assets %
Equity - Exchange $1,037,432,759 12.9%
Corporate - Investment Grade $1,801,433,628 22.4%
U.S. Government/Agency $2,364,381,637 29.4%
Cash $747,916,640 9.3%
Public Funds $2,090,949,748 26.0%
Total $8,042,114,412 100.0%

13F Holdings | Q2 2026

Issuer Class Cusip Ticker % Value
PRIME OPTIMA EMBER PATHWAY SIGNAL 0KSN17ZPS OGT 8.54% $114,930,476
TIMBER OPTIMA VALUE VERTEX QUANTUM YXOPMPSUV SLSQY 8.62% $59,844,269
HORIZON DELTA FOUNDATION CATALYST MISZAKK7L YARGX 0.71% $11,080,044
ELEMENT LEGACY BEACON QUANTUM PEAK BWXVI3KMW PNI 1.99% $53,027,325
PIONEER DELTA RIDGE VECTOR IB7UCFAO7 KLWFD 10.06% $59,771,622
MOMENTUM MATRIX CREST VITAL Z2LAP1V7X RVKW 9.42% $89,974,428
SUMMIT CATALYST VITAL GLACIER JVDHL5HW3 GSYUB 8.07% $74,497,275
PATHWAY CREST FRONTIER GLACIER KN6WULCAG POYME 8.43% $26,995,229

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