{
  "crd_number": 226768,
  "slug": "barker-wealth-management-llc-camas-wa-226768",
  "primary_business_name": "BARKER WEALTH MANAGEMENT, LLC",
  "legal_name": "BARKER WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Camas",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-04-09",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 240578722.0,
  "raum_discretionary": 235611460.0,
  "raum_non_discretionary": 4967262.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 4967262.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 21164623.0,
      "count": 27
    },
    "pension_profit_sharing": {
      "raum": 1700000.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 212746837.0,
      "count": 43
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OR",
    "WA"
  ],
  "websites": [
    "https://barkerwealthmanagement.com",
    "https://charlespetitjeancfp.com",
    "https://facebook.com/charlespetitjeancfp",
    "https://instagram.com/charlespetitjeancfp",
    "https://linkedin.com/company/barker-wealth-management-llc",
    "https://linkedin.com/in/charles-petitjean-cfp%C2%AE-584066100",
    "https://linkedin.com/in/scottbarker1"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/226768",
  "city_as_filed": "CAMAS",
  "url": "https://advisorcensus.com/firm/barker-wealth-management-llc-camas-wa-226768",
  "display_name": "Barker Wealth Management, LLC",
  "summary": "Barker Wealth Management, LLC is an SEC-registered investment advisory firm in Camas, WA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Barker Wealth Management, LLC (CRD 226768): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Barker Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Barker Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Barker Wealth Management, LLC located?",
      "a": "Barker Wealth Management, LLC's principal office is in Camas, WA, according to its Form ADV."
    },
    {
      "q": "Is Barker Wealth Management, LLC registered with the SEC or a state?",
      "a": "Barker Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 226768."
    },
    {
      "q": "How much does Barker Wealth Management, LLC manage?",
      "a": "Barker Wealth Management, LLC reports $240,578,722 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (98% discretionary)."
    },
    {
      "q": "How have Barker Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Barker Wealth Management, LLC: Regulatory assets under management: $110,434,260 in the October 2021 data and $240,578,722 in the October 2026 data, up 118%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Barker Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (43); individuals (other than high net worth individuals) (27)."
    },
    {
      "q": "Which custodians does Barker Wealth Management, LLC use?",
      "a": "Barker Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Barker Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/226768"
    },
    {
      "q": "Does Barker Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"Barker Wealth Management provides advisory services to a variety of types of clients including individuals, high net worth individuals, trusts, and individual pension plan accounts. We do not currently impose a minimum account size requirement.\""
    },
    {
      "q": "What changed in Barker Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $195,270,143 to $240,578,722 (+23%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 110434260.0,
      "total_employees": 2,
      "filing_date": "2021-03-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 140661740.0,
      "total_employees": 2,
      "filing_date": "2022-02-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 130000000.0,
      "total_employees": 2,
      "filing_date": "2023-03-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 159599526.0,
      "total_employees": 2,
      "filing_date": "2024-03-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 195270143.0,
      "total_employees": 2,
      "filing_date": "2025-02-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 240578722.0,
      "total_employees": 2,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $195,270,143 to $240,578,722 (+23%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Barker Wealth Management provides advisory services to a variety of types of clients including individuals, high net worth individuals, trusts, and individual pension plan accounts. We do not currently impose a minimum account size requirement."
        ]
      }
    ],
    "quotes": [
      "Barker Wealth Management provides advisory services to a variety of types of clients including individuals, high net worth individuals, trusts, and individual pension plan accounts. We do not currently impose a minimum account size requirement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/barker-wealth-management-llc-camas-wa-226768.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 27,
      "fewer_than_5": false,
      "raum": 21164623.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 43,
      "fewer_than_5": false,
      "raum": 212746837.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1700000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 4967262.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/226768",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}