Blue Barn Wealth, LLC
● SEC registered since 2020CRD 107202SEC# 801-118602Orem, UT
Reg. AUM
$317.1M
Employees
9
Accounts
681
Location
Orem, UT
Blue Barn Wealth, LLC assets under management
Blue Barn Wealth, LLC operates as an SEC-registered investment adviser based in Orem, UT. The firm has been registered since 2020. It reports $317.1 million in regulatory assets under management and employs 9 people.
Blue Barn Wealth, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hjb Wealth Management, LLC Control | Owner | Over 75% | 2017 |
| Jeffrey Todd Brimhall Control | Managing Partner/Chief Compliance Officer | Under 5% | 2017 |
| Force for Good Financial, LLC Control | Owner | Over 75% | 2017 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Blue Barn Wealth, LLC manage?
Blue Barn Wealth, LLC reports $317.1 million in regulatory assets under management on its Form ADV.
How many employees does Blue Barn Wealth, LLC have?
Blue Barn Wealth, LLC reports 9 employees.
Where is Blue Barn Wealth, LLC located?
Blue Barn Wealth, LLC is based in Orem, UT and has been SEC-registered since 2020.
Does Blue Barn Wealth, LLC disclose fund performance?
Blue Barn Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 370 West Center Street, Orem, UT 84057 |
| Phone | (801) 466-4101 |
| Fax | (801) 960-3618 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1879206 |
| Discloses disciplinary history | No |
Regulatory AUM
$317.1M▼ 27%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$317.1Mregulatory AUM
Discretionary $294.4MNon-discretionary $22.6M