{"url":"https://nivawealth.com/firms/blue-barn-wealth-107202","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/107202","regulatoryAum":317067080,"crd":"107202","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5973171","suffix":null,"lastName":"Brimhall","firstName":"Jeffrey","middleName":"Todd"},{"crd":"7678097","suffix":null,"lastName":"Ericksen","firstName":"Justin","middleName":"Kordell"},{"crd":"852029","suffix":null,"lastName":"GARBUTT","firstName":"SCOTT","middleName":"HUNTER"},{"crd":"6560521","suffix":"IV","lastName":"McCullough","firstName":"Leland","middleName":"Stanford"},{"crd":"7970291","suffix":null,"lastName":"Mirizzi","firstName":"Nathan","middleName":"M"},{"crd":"1812582","suffix":null,"lastName":"SUMSION","firstName":"MARK","middleName":"THOMAS"},{"crd":"7843636","suffix":null,"lastName":"Terry","firstName":"Siria","middleName":"Daniela"},{"crd":"8022370","suffix":null,"lastName":"Walker","firstName":"Karsten","middleName":null}],"total":8,"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":"2021-04-05","regulatoryAum":150613537,"clients":132,"employees":7,"offices":2},{"filedOn":"2022-04-01","regulatoryAum":270262657,"clients":161,"employees":6,"offices":2},{"filedOn":"2023-03-31","regulatoryAum":276546269,"clients":195,"employees":6,"offices":2},{"filedOn":"2024-04-22","regulatoryAum":431416544,"clients":225,"employees":9,"offices":2},{"filedOn":"2025-04-03","regulatoryAum":521370490,"clients":303,"employees":12,"offices":2},{"filedOn":"2026-02-17","regulatoryAum":317067080,"clients":233,"employees":9,"offices":1}],"secFileNumber":"801-118602","legalName":"Blue Barn Wealth, LLC","displayName":"Blue Barn Wealth","slug":"blue-barn-wealth-107202","website":"https://bluebarnwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/107202/2e4f3ed734c21d6b-r1.webp","tone":"light","width":544,"height":200,"sourceUrl":"https://bluebarnwealth.com/","sourceLabel":"Blue Barn Wealth, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/bluebarnwealth/","xUrl":"https://twitter.com/bluebarnwealth","founded":"1994","organization":"Utah limited liability company","fiscalYearEnd":"December","headquarters":{"street":"370 West Center Street","city":"Orem","state":"UT","stateName":"Utah","country":"United States","postalCode":"84057"},"tradeNames":[],"registration":{"secApproved":"29 April 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1302750.1017699116,"staff":{"employees":9,"advisory":6,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":317067080,"discretionary":294421523,"discretionaryAccounts":674,"nonDiscretionary":22645557,"nonDiscretionaryAccounts":7,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":180,"regulatoryAum":48258126},{"label":"High-net-worth individuals","clients":46,"regulatoryAum":246163397},{"label":"Pension and profit-sharing plans","clients":7,"regulatoryAum":22645557}],"feePrograms":[{"role":"main","program":"Wealth management services","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1,"from":0},{"to":4000000,"pct":0.75,"from":1000000},{"to":10000000,"pct":0.5,"from":4000000},{"to":null,"pct":0.25,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009344","versionId":1009344,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-02-17","documentName":"ADV PART 2A - BLUE BARN WEALTH","fee_rate_low":0.25,"fee_rate_high":1,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Assets held away","summary":"Discretionary management of assets held away uses the same breakpoints, 1.00% down to 0.25%, applied to the whole portfolio.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009344","versionId":1009344,"submittedOn":"2026-02-17","documentName":"ADV PART 2A - BLUE BARN WEALTH"},{"role":"other","program":"ERISA plan services","summary":"An annual fee of up to 1% of included plan assets, negotiable, charged as a percentage or a flat fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009344","versionId":1009344,"submittedOn":"2026-02-17","documentName":"ADV PART 2A - BLUE BARN WEALTH"},{"role":"other","program":"Hourly financial planning","summary":"Financial planning is charged hourly at up to $300 per hour, estimated before engagement, with a 50% deposit due at the start.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009344","versionId":1009344,"submittedOn":"2026-02-17","documentName":"ADV PART 2A - BLUE BARN WEALTH"},{"role":"other","program":"Ongoing financial planning","summary":"An initial fee of $100 to $2,000 plus an annual fee of $1,800 to $24,000, billed monthly in arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009344","versionId":1009344,"submittedOn":"2026-02-17","documentName":"ADV PART 2A - BLUE BARN WEALTH"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T05:58:50.185614+00:00","documents":[{"name":"ADV PART 2A - BLUE BARN WEALTH","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009344","versionId":1009344,"submittedOn":"2026-02-17"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":285499778}],"custodyNote":"Blue Barn Wealth has custody of $148M in client assets for 26 clients.","leadership":[{"name":"Jeffrey Brimhall","title":"Managing Partner/Chief Compliance Officer","crd":"5973171"}],"ownership":[{"label":"HJB Wealth Management, LLC","detail":"Owner in the 75% or more ownership band and a control person, since November 2017."},{"label":"Hyrum L. Smith, LLC","detail":"Indirect owner: a owner of HJB Wealth Management, LLC in the 25% to 50% band and a control person, since October 2017.","parent":"HJB Wealth Management, LLC"},{"label":"Force for Good Financial, LLC","detail":"Indirect owner: a owner of HJB Wealth Management, LLC in the 75% or more band and a control person, since October 2017.","parent":"HJB Wealth Management, LLC"},{"label":"Jeffrey Brimhall","detail":"Indirect owner: a owner & manager of Force for Good Financial, LLC in the 75% or more band and a control person, since February 2016.","parent":"Force for Good Financial, LLC"}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Utah","offices":1,"addresses":[{"street":"370 West Center Street","city":"Orem","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"801-466-4101","stateRegisteredReps":6,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":12},{"label":"Non-exchange-traded equity securities","percent":9},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":4},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Derivatives","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":23},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2},{"label":"Cash and cash equivalents","percent":9},{"label":"Other","percent":35,"detail":"Various Private Investments in Real Estate, Crypto, Private Equity Ownership, Private Lending, and Other Alternative Investments."}],"privateFunds":0},"sources":{"adv1FilingDate":"17 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/107202/PDF/107202.pdf","brochureDate":"17 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009344","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 Blue Barn Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Blue Barn Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Blue Barn Wealth charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Blue Barn Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Blue Barn Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Blue Barn Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Blue Barn Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Blue Barn Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Blue Barn Wealth registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Blue Barn Wealth?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 17 February 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."}