BARKER WEALTH MANAGEMENT, LLC
SEC RegisteredThe Retirement You've Always Wanted is Within Reach
About the firm
Barker Wealth Management, LLC is a Registered Investment Adviser firm in the States of Oregon and Washington, founded for one purpose: helping clients make the best possible financial decisions. The firm does this through detailed financial planning, careful investment management, and regular review meetings, partnering with industry leaders in technology and research.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Management, Retirement Planning, Estate Planning, Social Security Optimization, 401(k) Advisory Services, Business Succession Planning, and Charitable Giving
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 27 | $21M |
| High Net Worth Individuals | 43 | $213M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BARKER WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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