# Barker Wealth Management, LLC

> 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.

- CRD: 226768
- Filed as: BARKER WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Camas, WA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/226768
- AdvisorCensus page: https://advisorcensus.com/firm/barker-wealth-management-llc-camas-wa-226768

## Quick answers

**How is Barker Wealth Management, LLC compensated?**
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.

**Where is Barker Wealth Management, LLC located?**
Barker Wealth Management, LLC's principal office is in Camas, WA, according to its Form ADV.

**Is Barker Wealth Management, LLC registered with the SEC or a state?**
Barker Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 226768.

**How much does Barker Wealth Management, LLC manage?**
Barker Wealth Management, LLC reports $240,578,722 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (98% discretionary).

**How have Barker Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Barker Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (43); individuals (other than high net worth individuals) (27).

**Which custodians does Barker Wealth Management, LLC use?**
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.

**Does Barker Wealth Management, LLC report any disciplinary disclosures?**
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

**Does Barker Wealth Management, LLC state an account minimum?**
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."

**What changed in Barker Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $195,270,143 to $240,578,722 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: None

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $240,578,722
- Discretionary: $235,611,460
- Non-discretionary: $4,967,262

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $21,164,623 |
| High net worth individuals | 43 | $212,746,837 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,700,000 |
| Charitable organizations | Fewer than 5 | $4,967,262 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- barkerwealthmanagement.com
- charlespetitjeancfp.com
- Facebook @charlespetitjeancfp
- Instagram @charlespetitjeancfp
- LinkedIn @barker-wealth-management-llc
- LinkedIn @charles-petitjean-cfp®-584066100
- LinkedIn @scottbarker1

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $110,434,260 | 2 | March 10, 2021 |
| October 2022 | $140,661,740 | 2 | February 22, 2022 |
| October 2023 | $130,000,000 | 2 | March 3, 2023 |
| October 2024 | $159,599,526 | 2 | March 6, 2024 |
| October 2025 | $195,270,143 | 2 | February 11, 2025 |
| October 2026 | $240,578,722 | 2 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $195,270,143 to $240,578,722 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barker Wealth Management, LLC (CRD 226768): Form ADV filing data as of October 2026.