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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-21-2012
- Office Locations
- 1
Office Locations
About Barrett Wealth Connection LLC
Barrett Wealth Connection (Spring Grove, IL) provides hourly financial planning, ongoing wealth management, and retirement plan services for individuals and couples (including divorce and retirement needs) as well as plan sponsors. Portfolios are implemented primarily with public funds such as ETFs and mutual funds, with fixed-income exposure, and are custodied at Schwab or Fidelity. The team positions itself as an alternative to traditional Wall Street advice.
Reported data analysis
What the numbers show
Between October 6, 2025 and February 6, 2026, reported AUM increased 12.1%, from $132.0M to $148.0M.
Across 3 reported observations, AUM increased 19.4% between June 21, 2024 and February 6, 2026, from $123.9M to $148.0M.
Of the latest reported AUM, 98.1% is discretionary and 1.9% is non-discretionary.
The firm reports 2 advisory representatives and 189 clients, or 94.5 clients per representative. That equates to $782.9K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on February 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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Owner & Executives
AMY LISA BARRETT
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #1459516
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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VICTORIA JOSEPHINE DORGAN
Wealth Advisor
- CRD
- #4320867
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,132,795 | $352,264 |
| Non-Discretionary | $2,838,373 | $405,482 |
| Total | $147,971,168 | $353,153 |
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Separately Managed Accounts
SMA allocation detail is available
Barrett Wealth Connection LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.