Barlow Wealth Partners provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, philanthropic planning, retirement plan services, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Barlow Wealth Partners reports 428 clients. They include 312 high-net-worth individuals, 91 individual clients, and 18 corporations and other businesses. Of its assets, 89.2% ($1.21B across 1,194 accounts) are managed with discretion; $146M across 231 accounts are not. A wrap fee program the firm both sponsors and manages holds $1.21B.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 21% | 2% |
| High-net-worth individuals | 73% | 92% |
| Charitable organizations | 2% | 1% |
| Corporations and other businesses | 4% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 91 | $23.1M | 1.7% | $254K |
| High-net-worth individuals | 312 | $1.25B | 92.4% | $4M |
| Charitable organizations | 7 | $16M | 1.2% | $2.29M |
| Corporations and other businesses | 18 | $64.3M | 4.8% | $3.57M |
| Total | 428 | $1.35B | 100% | $3.16M |
- Clients
- 91
- Regulatory AUM
- $23.1M
- AUM share
- 1.7%
- Avg. per client
- $254K
- Clients
- 312
- Regulatory AUM
- $1.25B
- AUM share
- 92.4%
- Avg. per client
- $4M
- Clients
- 7
- Regulatory AUM
- $16M
- AUM share
- 1.2%
- Avg. per client
- $2.29M
- Clients
- 18
- Regulatory AUM
- $64.3M
- AUM share
- 4.8%
- Avg. per client
- $3.57M
Total
- Clients
- 428
- Regulatory AUM
- $1.35B
- AUM share
- 100%
- Avg. per client
- $3.16M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Barlow Wealth Partners charges 0.60%–1.00% a year for its Fees for Advisory Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and ad-hoc consulting are billed hourly at $150 to $750 per hour, or as a negotiated flat fee.
Barry Barlow owns 25% to 50% of Barlow Wealth Partners. The leadership team of Barlow Wealth Partners includes Chief Compliance Officer Amy Jones. It has 6 employees.
Staff
- 6 employees
- 6 in advisory functions
- 5 state-registered reps
- Owns 25% to 50% of Barlow Wealth Partners, LLC
Barry Barlow
Control person · since April 2023
- Owns 10% to 25% of Barlow Wealth Partners, LLC
Frank Barlow
Control person · since April 2023
- Owns 10% to 25% of Barlow Wealth Partners, LLC
Amy Jones
Control person · since April 2023
- Owns 10% to 25% of Barlow Wealth Partners, LLC
Christopher McIntosh
Control person · since April 2023
- Owns 5% to 10% of Barlow Wealth Partners, LLC
Christine Book
Control person · since April 2023
Barlow Wealth Partners’ regulatory assets grew 1.5× from $890M (July 2023) to $1.35B (March 2026); clients rose from 256 to 428 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.35B | 428 | 6 | 1 |
| May 2025May 2025 | $1.22B | 397 | 6 | 1 |
| Jan 2024January 2024 | $1.01B | 357 | 6 | 1 |
| Jul 2023July 2023 | $890M | 256 | 5 | 1 |
Besides its headquarters, Barlow Wealth Partners has 0 offices, with 1 listed address in 1 state.
Kentucky · 1 listed address
- 3700 Brownsboro Road, LouisvilleHQ
Contact and registration details
- Legal name
- Barlow Wealth Partners, LLC
- Headquarters
- 3700 Brownsboro Road, Louisville, KY 40207
- Website
- barlowwealth.com
- Phone
- 502-308-4270
- SEC file
- 801-127506
- Founded
- 2021
- Structure
- Delaware LLC
- Fiscal year end
- December
Barlow Wealth Partners’ named custodian for separately managed accounts is Fidelity ($1.22B). Barlow Wealth Partners has custody of $761M for 460 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.22B100%
At year end, Barlow Wealth Partners’ separately managed accounts were mostly in stocks (70%) and bonds (27%). Its reported 13F holdings for the quarter ended 30 June 2026 total $926M across 149 positions; the largest are Alphabet Inc. (6.7%), Nvidia Corporation (5.0%) and Microsoft Corp. (4.2%).
What the accounts hold
- Stocks70%
- Funds1%
- Bonds27%
- Investment grade corporate bonds17%
- U.S. government and agency bonds10%
- Cash2%
How many clients does Barlow Wealth Partners have?
Barlow Wealth Partners has 428 clients and manages $1.35 billion for them, as of March 2026. They include 312 high-net-worth individuals, 91 individual clients, and 18 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 March 2026
What services does Barlow Wealth Partners offer?
Barlow Wealth Partners provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, philanthropic planning, retirement plan services, and tax 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 Barlow Wealth Partners charge?
Barlow Wealth Partners charges 0.60%–1.00% a year for its Fees for Advisory Services. The fee is billed in advance or in arrears and is negotiable.
Source: BARLOW WEALTH PARTNERS DISCLOSURE BROCHURE AND WRAP FEE PROGRAM BROCHURE, filed 2 October 2026
Which custodians does Barlow Wealth Partners use?
Barlow Wealth Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.22B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026
How many financial advisors does Barlow Wealth Partners have?
Barlow Wealth Partners has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 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 Barlow Wealth Partners invest in?
At the end of its last fiscal year, Barlow Wealth Partners’ separately managed accounts held 70% exchange-traded equities, 17% investment grade corporate bonds, 10% U.S. government and agency bonds, 2% cash and equivalents and 1% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Barlow Wealth Partners?
Barlow Wealth Partners’ direct owners are Barry Barlow, Frank Barlow, Amy Jones, Christopher McIntosh and Christine Book, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 2 March 2026
How does Barlow Wealth Partners get paid?
Barlow Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Barlow Wealth Partners?
Barlow Wealth Partners’ main office is at 3700 Brownsboro Road, Louisville, KY 40207. Its phone number is 502-308-4270. Its website is barlowwealth.com.