Blue Barn Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Blue Barn Wealth reports 233 clients. They include 180 individual clients, 46 high-net-worth individuals, and 7 pension and profit-sharing plans. Of its assets, 92.9% ($294M across 674 accounts) are managed with discretion; $22.6M across 7 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 15% |
| High-net-worth individuals | 20% | 78% |
| Pension and profit-sharing plans | 3% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 180 | $48.3M | 15.2% | $268K |
| High-net-worth individuals | 46 | $246M | 77.6% | $5.35M |
| Pension and profit-sharing plans | 7 | $22.6M | 7.1% | $3.24M |
| Total | 233 | $317M | 100% | $1.36M |
- Clients
- 180
- Regulatory AUM
- $48.3M
- AUM share
- 15.2%
- Avg. per client
- $268K
- Clients
- 46
- Regulatory AUM
- $246M
- AUM share
- 77.6%
- Avg. per client
- $5.35M
- Clients
- 7
- Regulatory AUM
- $22.6M
- AUM share
- 7.1%
- Avg. per client
- $3.24M
Total
- Clients
- 233
- Regulatory AUM
- $317M
- AUM share
- 100%
- Avg. per client
- $1.36M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Blue Barn Wealth charges 0.25%–1.00% a year for its Wealth management services. Each asset band is charged at its own rate. The fee is billed in arrears. The brochure also prices 4 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$4M | 0.75% |
| $4M–$10M | 0.50% |
| $10M and above | 0.25% |
Fee details and sources
Other fees
- Assets held away
- Discretionary management of assets held away uses the same breakpoints, 1.00% down to 0.25%, applied to the whole portfolio.
- ERISA plan services
- An annual fee of up to 1% of included plan assets, negotiable, charged as a percentage or a flat fee.
- Hourly financial planning
- Financial planning is charged hourly at up to $300 per hour, estimated before engagement, with a 50% deposit due at the start.
- Ongoing financial planning
- An initial fee of $100 to $2,000 plus an annual fee of $1,800 to $24,000, billed monthly in arrears.
HJB Wealth Management, LLC owns 75% or more of Blue Barn Wealth and is in turn owned by Force for Good Financial, LLC (75% or more) and Hyrum L. Smith, LLC (25–50%). The leadership team of Blue Barn Wealth includes Chief Compliance Officer Jeffrey Brimhall. It has 9 employees, 6 of them in advisory roles.
Leadership
- Jeffrey BrimhallManaging Partner/Chief Compliance Officer
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Jeffrey Todd Brimhall
- Justin Kordell Ericksen
- Scott Hunter Garbutt
- Leland Stanford McCullough IV
- Nathan M Mirizzi
- Mark Thomas Sumsion
- Siria Daniela Terry
- Karsten Walker
Staff
- 9 employees
- 6 in advisory functions
- 6 state-registered reps
- 2 insurance agents
- Owns 75% or more of Blue Barn Wealth, LLC
HJB Wealth Management, LLC
Control person · since November 2017
- Owns 75% or more of HJB Wealth Management, LLC
Force for Good Financial, LLC
Control person · since October 2017
- Owns 75% or more of Force for Good Financial, LLC
Jeffrey Brimhall
Control person · since February 2016
- Owns 25% to 50% of HJB Wealth Management, LLC
Hyrum L. Smith, LLC
Control person · since October 2017
Blue Barn Wealth’s regulatory assets grew 2.1× from $151M (April 2021) to $317M (February 2026); clients rose from 132 to 233 and employees from 7 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $317M | 233 | 9 | 1 |
| April 2025 | $521M | 303 | 12 | 2 |
| April 2024 | $431M | 225 | 9 | 2 |
| March 2023 | $277M | 195 | 6 | 2 |
| April 2022 | $270M | 161 | 6 | 2 |
| April 2021 | $151M | 132 | 7 | 2 |
Besides its headquarters, Blue Barn Wealth has 0 offices, with 1 listed address in Utah.
Utah · 1 listed address
- 370 West Center Street, OremHQ
Contact and registration details
- Legal name
- Blue Barn Wealth, LLC
- Headquarters
- 370 West Center Street, Orem, UT 84057
- Website
- bluebarnwealth.com
- Phone
- 801-466-4101
- @bluebarnwealth
- SEC file
- 801-118602
- Founded
- 1994
- Structure
- Utah LLC
- Fiscal year end
- December
Blue Barn Wealth uses Charles Schwab ($285M) as custodian for its separately managed accounts. Blue Barn Wealth has custody of $148M in client assets for 26 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $285M100%
At year end, Blue Barn Wealth’s separately managed accounts were largely in funds (25%) and stocks (21%).
What the accounts hold
- Stocks21%
- Exchange-traded equities12%
- Non-exchange-traded equities9%
- Funds25%
- Registered funds23%
- Pooled vehicles2%
- Bonds8%
- Investment grade corporate bonds4%
- State and local bonds2%
- U.S. government and agency bonds1%
- High-yield corporate bonds1%
- Cash9%
- Other37%
- Various private investments in real estate, crypto, private equity ownership, private lending, and other alternative investments.35%
- Derivatives2%
How many clients does Blue Barn Wealth have?
Blue Barn Wealth has 233 clients and manages $317 million for them, as of February 2026. They include 180 individual clients, 46 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 February 2026
What services does Blue Barn Wealth offer?
Blue Barn Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, 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 Blue Barn Wealth charge?
Blue Barn Wealth charges 0.25%–1.00% a year for its Wealth management services. Each asset band is charged at its own rate. The fee is billed in arrears.
Source: ADV PART 2A - BLUE BARN WEALTH, filed 17 February 2026
Which custodians does Blue Barn Wealth use?
Blue Barn Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $285M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 February 2026
How many financial advisors does Blue Barn Wealth have?
Blue Barn Wealth has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are 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 Blue Barn Wealth invest in?
At the end of its last fiscal year, Blue Barn Wealth’s separately managed accounts held 35% other, 23% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 9% non-exchange-traded equities, 9% cash and equivalents, 4% investment grade corporate bonds, 2% state and local bonds, 2% derivatives, 2% pooled vehicles (private funds and similar), 1% U.S. government and agency bonds and 1% high-yield corporate bonds. The 35% other category is described as: Various Private Investments in Real Estate, Crypto, Private Equity Ownership, Private Lending, and Other Alternative Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Blue Barn Wealth?
Blue Barn Wealth is owned through a chain of holding companies by Hyrum L. Smith, LLC and Jeffrey Brimhall. Its direct owner is HJB Wealth Management, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 February 2026
How does Blue Barn Wealth get paid?
Blue Barn Wealth 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
Is Blue Barn Wealth registered with the SEC?
Yes, Blue Barn Wealth has been registered with the SEC as an investment adviser since 29 April 2020. Its CRD number is 107202 and its SEC file number is 801-118602.
Source: Form ADV Part 1A, Item 1, filed 17 February 2026; IAPD firm record
How do I contact Blue Barn Wealth?
Blue Barn Wealth’s main office is at 370 West Center Street, Orem, UT 84057. Its phone number is 801-466-4101. Its website is bluebarnwealth.com.