# Barlow Wealth Partners, LLC

> Barlow Wealth Partners, LLC is an SEC-registered investment advisory firm in Louisville, KY, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 325308
- Filed as: BARLOW WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Louisville, KY
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325308
- AdvisorCensus page: https://advisorcensus.com/firm/barlow-wealth-partners-llc-louisville-ky-325308

## Quick answers

**How is Barlow Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Barlow Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Barlow Wealth Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 2, 2026 states: Asset-based fee: 0.6% to 1% a year (a range, as the brochure states it); Hourly rate: $150 to $750 an hour (financial planning or consulting; hourly ad-hoc and project-based…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Barlow Wealth Partners, LLC located?**
Barlow Wealth Partners, LLC's principal office is in Louisville, KY, according to its Form ADV.

**Is Barlow Wealth Partners, LLC registered with the SEC or a state?**
Barlow Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325308.

**How much does Barlow Wealth Partners, LLC manage?**
Barlow Wealth Partners, LLC reports $1,351,891,275 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (89% discretionary).

**How have Barlow Wealth Partners, LLC's assets and staff changed since 2023?**
In the Form ADV data for Barlow Wealth Partners, LLC: Regulatory assets under management: $890,183,536 in the October 2023 data and $1,351,891,275 in the October 2026 data, up 52%. Total employees: 5 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Barlow Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (312); individuals (other than high net worth individuals) (91); corporations or other businesses not listed above (18).

**Which custodians does Barlow Wealth Partners, LLC use?**
Barlow Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Barlow Wealth Partners, 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/325308

**What changed in Barlow Wealth Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $1,215,744,287 to $1,351,891,275 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

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

- Asset-based fee: 0.6% to 1% a year (a range, as the brochure states it)

> The advisory fee generally ranges between .60% and 1.00% annually of the total assets under management or advisement, payable monthly.

- Hourly rate: $150 to $750 an hour (financial planning or consulting; hourly ad-hoc and project-based…)

> Hourly rates may generally range from $150 to $750 per hour. The scope and charges of all hourly ad-hoc work must be agreed-upon in writing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $1,351,891,275
- Discretionary: $1,205,710,631
- Non-discretionary: $146,180,644

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 91 | $23,075,510 |
| High net worth individuals | 312 | $1,248,533,949 |
| Charitable organizations | 7 | $16,006,086 |
| Corporations or other businesses not listed above | 18 | $64,275,730 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, FL, GA, IL, IN, KY, NH, OH, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- barlowwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $890,183,536 | 5 | July 21, 2023 |
| October 2024 | $1,011,969,635 | 6 | January 16, 2024 |
| October 2025 | $1,215,744,287 | 6 | May 15, 2025 |
| October 2026 | $1,351,891,275 | 6 | March 2, 2026 |

Regulatory assets under management: $890,183,536 in the October 2023 data and $1,351,891,275 in the October 2026 data, up 52%.
Total employees: 5 in October 2023 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $1,215,744,287 to $1,351,891,275 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barlow Wealth Partners, LLC (CRD 325308): Form ADV filing data as of October 2026.