Barlow Wealth Partners, LLC
● SEC registered since 2023CRD 325308SEC# 801-127506Louisville, KY
Reg. AUM
$1.35B
Employees
6
Accounts
1,425
Location
Louisville, KY
Barlow Wealth Partners, LLC assets under management
Barlow Wealth Partners, LLC is an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2023. It reports $1.4 billion in regulatory assets under management and employs 6 people.
Barlow Wealth Partners, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy S Jones Control | Chief Compliance Officer And Wealth Planner | 10-25% | 2023 |
| Barry Owens Barlow Control | Managing Partner | 25-50% | 2023 |
| Christine Book Control | Client Services Executive | 5-10% | 2023 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Barlow Wealth Partners, LLC manage?
Barlow Wealth Partners, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Barlow Wealth Partners, LLC have?
Barlow Wealth Partners, LLC reports 6 employees.
Where is Barlow Wealth Partners, LLC located?
Barlow Wealth Partners, LLC is based in Louisville, KY and has been SEC-registered since 2023.
Does Barlow Wealth Partners, LLC disclose fund performance?
Barlow Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3700 Brownsboro Road, Louisville, KY 40207 |
| Phone | (502) 308-4270 |
| Fax | (502) 289-1807 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.35B▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$1.35Bregulatory AUM
Discretionary $1.21BNon-discretionary $146.2M