BARRETT WEALTH CONNECTION LLC
SEC RegisteredProblem(s) Solved.
About the firm
After experiencing traditional Wall Street for ourselves, we decided to offer investors a better avenue. The firm connects mindful money management with meaningful life planning, offering tailor-made financial advice from experienced professionals.
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 (hourly advice for distinct planning needs including retirement, college funding, and divorce settlement), Wealth Management (connecting financial parts into a unified whole), and Retirement Services (creating retirement plan clarity for employers and employees alike).
Who they serve
Individuals, couples, divorcees, retirement plan sponsors and others seeking tailor-made financial advice from experienced professionals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 104 | $31M |
| High Net Worth Individuals | 59 | $112M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 12 | $2.3M |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
12 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $1 - $2,000,000 | 1.00% |
| $2,000,001 - $5,000,000 | 0.80% |
| Over $5,000,000 | 0.00% |
Data as of February 6, 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. BARRETT WEALTH CONNECTION 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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