AdFi
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COBURN BARRETT, LLC

SEC Registered

The Investment Boutique With A Global View

SAN FRANCISCO, CAhttps://coburnbarrett.com415-387-1001
Assets Under Management
$100M–$500M
Employees
4
Office Locations
2 offices
Total Accounts
1

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Services

Private funds / alternatives
Hedge

Who they serve

Client segmentClientsAssets managed
Pension/Profit Sharing Plans1$113M

0 total clients reported on Form ADV.

Leadership

Thomas Wehlen
MANAGING MEMBER, SENIOR PORTFOLIO MANAGER
Eleanor Brigham Wehlen
MEMBER, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

Office locations

2 offices in 2 states
CA
SAN FRANCISCOHQ
WY
WILSON

Advisors at this firm

1 advisor in the directory

Regulatory & compliance

CRD number
#166464
SEC Number
801-78173
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $2,000,000 (waivable)

Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COBURN BARRETT, 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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