BLUE BARN WEALTH

Overview

Blue Barn Wealth operates as an independent RIA that positions itself as a capital allocator for both individual/family clients and institutional accounts. The firm combines discretionary portfolio management and financial planning with the ability to select and integrate third‑party managers, which supports a multi‑manager approach across public and private markets. Its investment footprint is tilted toward exchange‑traded products at the liquid‑markets layer while using external alternative managers for private equity, venture, hedge fund, private placements and real estate exposure. Fee arrangements include percentage‑of‑AUM billing plus hourly and fixed‑fee options, reflecting a mix of ongoing portfolio services and project‑based planning work. The firm does not present itself as an active ESG investor. Blue Barn Wealth offers portfolio management for individuals and small businesses, financial planning, and selection-of-other-advisers services. That combination suggests they run core portfolios in liquid markets but rely on outside specialists for many alternative strategies and for bespoke allocations when serving larger or institutional clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices