Barrett Wealth Connection LLC
● SEC registered since 2024CRD 161020SEC# 801-130511Spring Grove, IL
Reg. AUM
$148M
Employees
2
Accounts
419
Location
Spring Grove, IL
Barrett Wealth Connection LLC assets under management
Barrett Wealth Connection LLC is an SEC-registered investment adviser based in Spring Grove, IL. The firm has been registered since 2024. It reports $148 million in regulatory assets under management and employs 2 people.
Barrett Wealth Connection LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Lisa Barrett Control | Managing Member/Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Barrett Wealth Connection LLC manage?
Barrett Wealth Connection LLC reports $148 million in regulatory assets under management on its Form ADV.
How many employees does Barrett Wealth Connection LLC have?
Barrett Wealth Connection LLC reports 2 employees.
Where is Barrett Wealth Connection LLC located?
Barrett Wealth Connection LLC is based in Spring Grove, IL and has been SEC-registered since 2024.
Does Barrett Wealth Connection LLC disclose fund performance?
Barrett Wealth Connection LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2002 Holian Drive, Suite 104, Spring Grove, IL 60081 |
| Phone | 815-529-7527 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$148M▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$148Mregulatory AUM
Discretionary $145.1MNon-discretionary $2.8M