{"url":"https://nivawealth.com/firms/barker-wealth-management-226768","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/226768","regulatoryAum":240578722,"crd":"226768","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2784196","suffix":null,"lastName":"BARKER","firstName":"GREGORY","middleName":"SCOTT"},{"crd":"6829472","suffix":null,"lastName":"Petitjean","firstName":"Charles","middleName":"A"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-10","regulatoryAum":110434260,"clients":33,"employees":2,"offices":1},{"filedOn":"2022-02-22","regulatoryAum":140661740,"clients":37,"employees":2,"offices":1},{"filedOn":"2023-03-03","regulatoryAum":130000000,"clients":45,"employees":2,"offices":1},{"filedOn":"2024-03-06","regulatoryAum":159599526,"clients":51,"employees":2,"offices":2},{"filedOn":"2025-02-11","regulatoryAum":195270143,"clients":63,"employees":2,"offices":2},{"filedOn":"2026-03-30","regulatoryAum":240578722,"clients":70,"employees":2,"offices":2}],"secFileNumber":"801-120753","legalName":"Barker Wealth Management, LLC","displayName":"Barker Wealth Management","slug":"barker-wealth-management-226768","website":"https://barkerwealthmanagement.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/barker-wealth-management-llc/","founded":"2015","organization":"Washington limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2005 Se192nd Avenue, Suite 200","city":"Camas","state":"WA","stateName":"Washington","country":"United States","postalCode":"98607"},"tradeNames":[],"registration":{"secApproved":"9 April 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":3341592.285714286,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":240578722,"discretionary":235611460,"discretionaryAccounts":268,"nonDiscretionary":4967262,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":3,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":27,"regulatoryAum":21164623},{"label":"High-net-worth individuals","clients":43,"regulatoryAum":212746837},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":1700000},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":4967262}],"feePrograms":[{"role":"main","program":"Investment supervisory services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031641","versionId":1031641,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-30","documentName":"BARKER WEALTH MANAGEMENT FORM ADV PART 2A","fee_rate_low":0.35,"fee_rate_high":1.2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Hourly financial planning and consulting","summary":"Financial planning and consulting are billed at a negotiable hourly rate that would normally not exceed $250 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031641","versionId":1031641,"submittedOn":"2026-03-30","documentName":"BARKER WEALTH MANAGEMENT FORM ADV PART 2A"},{"role":"other","program":"Retirement plan consulting","summary":"Retirement plan consulting is typically billed at 0.50% a year of plan assets, with annual rates of up to 1.00%.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031641","versionId":1031641,"submittedOn":"2026-03-30","documentName":"BARKER WEALTH MANAGEMENT FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:13:08.723084+00:00","documents":[{"name":"BARKER WEALTH MANAGEMENT FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031641","versionId":1031641,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":238878722}],"custodyNote":"Barker Wealth Management has custody of $74.2M in client assets for 36 clients.","otherCustodians":[],"leadership":[{"name":"Gregory Barker","title":"Managing Member & Chief Compliance Officer","crd":"2784196"}],"ownership":[{"label":"Gregory Barker","detail":"Managing member & chief compliance officer in the 75% or more ownership band and a control person, since May 2015."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Washington","offices":1,"addresses":[{"street":"2005 Se192nd Avenue, Suite 200","city":"Camas","headquarters":true}]}],"brochureServices":["education planning","estate planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"503-616-8680","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":11},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":86},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/226768/PDF/226768.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031641","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Barker Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Barker Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Barker Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Barker Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Barker Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Barker Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Barker Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Barker Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Barker Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}