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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-06-2003
- Office Locations
- 1
Office Locations
About Barrett Wealth Management
Barrett Wealth Management provides custom wealth management and financial planning, including discretionary portfolio management with rebalancing and tax-loss harvesting, plus estate/tax and business succession planning. The firm also advises qualified retirement plans as a 3(21) and 3(38) fiduciary and supports nonprofits and religious institutions with endowment management and strategic planning. Custodied at Charles Schwab.
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Owner & Executives
JOSHUA AHARON BARRETT
Chief Compliance Officer, Financial Advisor, President
- CRD
- #4545892
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,829,796 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,829,796 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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