Barker Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, and estate planning. Financial planning was provided to 11–25 clients last fiscal year.
Barker Wealth Management reports 70 clients. They include 43 high-net-worth individuals and 27 individual clients. Of its assets, 97.9% ($236M across 268 accounts) are managed with discretion; $4.97M across 1 account is not. Of its clients, 3% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 9% |
| High-net-worth individuals | 61% | 88% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 27 | $21.2M | 8.8% | $784K |
| High-net-worth individuals | 43 | $213M | 88.4% | $4.95M |
| Pension and profit-sharing plans | Fewer than 5 | $1.7M | 0.7% | — |
| Charitable organizations | Fewer than 5 | $4.97M | 2.1% | — |
| Total | 70 | $241M | 100% | — |
- Clients
- 27
- Regulatory AUM
- $21.2M
- AUM share
- 8.8%
- Avg. per client
- $784K
- Clients
- 43
- Regulatory AUM
- $213M
- AUM share
- 88.4%
- Avg. per client
- $4.95M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.7M
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $4.97M
- AUM share
- 2.1%
- Avg. per client
- —
Total
- Clients
- 70
- Regulatory AUM
- $241M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 3%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Barker Wealth Management charges 0.35%–1.20% a year for its Investment supervisory services. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Hourly financial planning and consulting
- Financial planning and consulting are billed at a negotiable hourly rate that would normally not exceed $250 per hour.
- Retirement plan consulting
- Retirement plan consulting is typically billed at 0.50% a year of plan assets, with annual rates of up to 1.00%.
Gregory Barker owns 75% or more of Barker Wealth Management. The leadership team of Barker Wealth Management includes Chief Compliance Officer Gregory Barker. It has 2 employees.
Leadership
Gregory BarkerManaging Member & Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Barker Wealth Management, LLC
Gregory Barker
Control person · since May 2015
Barker Wealth Management’s regulatory assets grew 2.2× from $110M (March 2021) to $241M (March 2026); clients rose from 33 to 70 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $241M | 70 | 2 | 2 |
| February 2025 | $195M | 63 | 2 | 2 |
| March 2024 | $160M | 51 | 2 | 2 |
| March 2023 | $130M | 45 | 2 | 1 |
| February 2022 | $141M | 37 | 2 | 1 |
| March 2021 | $110M | 33 | 2 | 1 |
Besides its headquarters, Barker Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in Washington.
Washington · 1 listed address
- 2005 Se192nd Avenue, Suite 200, CamasHQ
Contact and registration details
- Legal name
- Barker Wealth Management, LLC
- Headquarters
- 2005 Se192nd Avenue, Suite 200, Camas, WA 98607
- Website
- barkerwealthmanagement.com
- Phone
- 503-616-8680
- @barker-wealth-management-llc
- SEC file
- 801-120753
- Founded
- 2015
- Structure
- Washington LLC
- Fiscal year end
- December
Barker Wealth Management uses Charles Schwab ($239M) as custodian for its separately managed accounts. Barker Wealth Management has custody of $74.2M in client assets for 36 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $239M100%
At year end, Barker Wealth Management’s separately managed accounts were mostly in funds (86%) and stocks (12%).
What the accounts hold
- Stocks12%
- Exchange-traded equities11%
- Non-exchange-traded equities1%
- Funds86%
- Cash2%
How many clients does Barker Wealth Management have?
Barker Wealth Management has 70 clients and manages $241 million for them, as of March 2026. They include 43 high-net-worth individuals and 27 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Barker Wealth Management offer?
Barker Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, and estate planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Barker Wealth Management charge?
Barker Wealth Management charges 0.35%–1.20% a year for its Investment supervisory services. The fee is billed in arrears and is negotiable.
Source: BARKER WEALTH MANAGEMENT FORM ADV PART 2A, filed 30 March 2026
Which custodians does Barker Wealth Management use?
Barker Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $239M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Barker Wealth Management have?
Barker Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Barker Wealth Management invest in?
At the end of its last fiscal year, Barker Wealth Management’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 2% cash and equivalents and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Barker Wealth Management?
Barker Wealth Management’s direct owner is Gregory Barker (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Barker Wealth Management get paid?
Barker Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Barker Wealth Management?
Barker Wealth Management’s main office is at 2005 Se192nd Avenue, Suite 200, Camas, WA 98607. Its phone number is 503-616-8680. Its website is barkerwealthmanagement.com.