BARKER WEALTH MANAGEMENT, LLC

Overview

Barker Wealth Management, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm operates on a fee model that combines a percentage-of-AUM schedule with hourly charges, and it administers primarily discretionary mandates. Barker Wealth tends to build portfolios around pooled public vehicles—mutual funds and similar public funds—while supplementing core allocations with externally-managed alternative real estate exposure. The firm is not positioned as a capital allocator or an ESG-focused manager. SEC registration in 2021 and an owner-type classified as individual indicate a relatively small, principal-led practice. That structure, combined with a high share of discretionary assets, suggests advisers at the firm make day-to-day investment decisions for clients within agreed guidelines rather than serving as a manager-of-managers or a broad platform allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices