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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-06-2021
- Office Locations
- 2
Office Locations
About ON Point Crna
Barnhart Wealth (ON POINT CRNA) provides retirement planning and ongoing investment management for individuals, positioning itself as a true fiduciary and “personal CFO” focused on clear, unbiased advice. Portfolios primarily use public funds with some ETF exposure, supported by active asset-allocation and risk management. The firm publishes regular market insights and offers a prospect education guide (“8 Questions Most Financial Advisors Don’t Want You To Ask”). Custody includes Charles Schwab and Altruist.
Team overview
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Client Personas
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Investment Themes
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Services
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Owner & Executives
BENJAMIN BARNHART
Chief Compliance Officer, FOUNDER
- CRD
- #6318704
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NOAH WOLTHUIS
--
- CRD
- #6959851
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,788,400 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,788,400 | -- |
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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 |
| Total | Available | Available |
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