Barnes Wealth Management Group, Inc.
● SEC registered since 2020CRD 132189SEC# 801-118031Bakersfield, CA
Reg. AUM
$477.2M
Employees
12
Accounts
1,470
Location
Bakersfield, CA
Barnes Wealth Management Group, Inc. assets under management
Barnes Wealth Management Group, Inc. is an investment advisory firm registered with the SEC based in Bakersfield, CA. The firm has been registered since 2020. It reports $477.2 million in regulatory assets under management and employs 12 people.
Barnes Wealth Management Group, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lori Barnes Control | Trustee To The Barnes Living Trust Dated 09/20/1995 | Over 75% | 2023 |
| Steven a. Barnes and Lori B. Barnes Trustees of the Barnes Living Trust Dtd 9/20/1995 Control | Owner | Over 75% | 2023 |
| Steven Allen Barnes Control | President And Chief Compliance Officer | Under 5% | 2001 |
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Join to unlock · $37/moFrequently asked questions
How much does Barnes Wealth Management Group, Inc. manage?
Barnes Wealth Management Group, Inc. reports $477.2 million in regulatory assets under management on its Form ADV.
How many employees does Barnes Wealth Management Group, Inc. have?
Barnes Wealth Management Group, Inc. reports 12 employees.
Where is Barnes Wealth Management Group, Inc. located?
Barnes Wealth Management Group, Inc. is based in Bakersfield, CA and has been SEC-registered since 2020.
Does Barnes Wealth Management Group, Inc. disclose fund performance?
Barnes Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5060 California Ave., Suite 600, Bakersfield, CA 93309 |
| Phone | 661-322-9799 |
| Fax | 661-631-0655 |
| Office hours | 8:00 a.m.-5:00 p.m. Fri. 8:00 a.m.-1:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$477.2M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$477.2Mregulatory AUM
Discretionary $308.4MNon-discretionary $168.8M