BARE WEALTH ADVISORS
Firm details
- Headquarters
- GAP, Pennsylvania
- CRD number
- 328043
- Registered since
- September 28, 2023
- Website
- barewealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.27%
- Individuals33.01%
- Pension & Profit Sharing Plans2.5%
- Corporations / Businesses2.13%
- Charitable Organizations1.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Bare Wealth Advisors is an independent registered investment adviser that began SEC registration in 2023 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts and combines fee models that include a percentage of assets under management alongside fixed fees. Its client-facing services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars or workshops. The firm also operates an insurance brokerage function and identifies itself as a capital allocator that places client capital with third-party alternative managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds46%
- Exchange Traded Equities45%
- Cash & Cash Equivalents9%
Owners & executives
1 of 1RONALD BARE
Founder & CEOCRD 2765864
Contacts
3 of 8Kurtis Eby
Wealth AdvisorCRD 7998836
David Denlinger
Wealth Advisor AssistantCRD 7364890
Adam Black
Wealth AdvisorCRD 7276411
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 95Active vs passive
$373M in ETFs
72%
$268M
19%
$105M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $40.8M | 62,532 | 10.96% |
Location
GAP, PA
LANCASTER
Location
GAP, PA
Headquartered in GAP, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- LANCASTER
- Address
- 835 Houston Run Dr
- Time zone
- ET (UTC-5)
- Office locations
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