Blue Barn Wealth is an investment advisor in Orem with $270.26 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
473674375
SEC advisor number
801-118602
FINRA CRD number
107202
AUM ?
$431.42 mm
(as of 22 Apr 24)
Accounts
765
(as of 22 Apr 24)
Employees
9
(6 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Feb 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22