Bare Wealth Advisors

RIASEC Registered

Total AUM

$662M

Discretionary

$641M

97% of AUM

Avg account

$235K

Accounts

2,815

Employees

Advisory reps

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, Commissions
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

FINTRX

Overview

Bare Wealth Advisors is an independent, individually owned registered investment adviser that began SEC registration in 2023. The firm acts as a capital allocator for both individual & family and institutional clients, combining fee-for-service portfolio management and financial planning with insurance brokerage. Its fee arrangements include percentage-of-AUM billing, fixed fees and commission-based work. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services and educational seminars/workshops. The firm does not identify as an active ESG investor.