# Barrett Wealth Connection LLC

> Barrett Wealth Connection LLC is an SEC-registered investment advisory firm in Spring Grove, IL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 161020
- Filed as: BARRETT WEALTH CONNECTION LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Spring Grove, IL
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161020
- AdvisorCensus page: https://advisorcensus.com/firm/barrett-wealth-connection-llc-spring-grove-il-161020

## Quick answers

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

**Where is Barrett Wealth Connection LLC located?**
Barrett Wealth Connection LLC's principal office is in Spring Grove, IL, according to its Form ADV.

**Is Barrett Wealth Connection LLC registered with the SEC or a state?**
Barrett Wealth Connection LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 161020.

**How much does Barrett Wealth Connection LLC manage?**
Barrett Wealth Connection LLC reports $147,971,168 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (98% discretionary).

**How have Barrett Wealth Connection LLC's assets and staff changed since 2024?**
In the Form ADV data for Barrett Wealth Connection LLC: Regulatory assets under management: $123,889,739 in the October 2024 data and $147,971,168 in the October 2026 data, up 19%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Barrett Wealth Connection LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (104); high net worth individuals (59); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Which custodians does Barrett Wealth Connection LLC use?**
Barrett Wealth Connection LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Barrett Wealth Connection 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/161020

**What changed in Barrett Wealth Connection LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $131,998,176 to $147,971,168 (+12%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- 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: $147,971,168
- Discretionary: $145,132,795
- Non-discretionary: $2,838,373

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 104 | $30,934,833 |
| High net worth individuals | 59 | $111,529,276 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $2,318,695 |
| Charitable organizations | 2 | $3,188,364 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, IL, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- barrettwealthconnection.com
- bwconnect.co
- Facebook @BARRETT-WEALTH-CONNECTION-810845972333365
- LinkedIn @BARRETTWEALTHCONNECTION

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $123,889,739 | 2 | June 21, 2024 |
| October 2025 | $131,998,176 | 2 | March 6, 2025 |
| October 2026 | $147,971,168 | 2 | February 6, 2026 |

Regulatory assets under management: $123,889,739 in the October 2024 data and $147,971,168 in the October 2026 data, up 19%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $131,998,176 to $147,971,168 (+12%).

### December 2025
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barrett Wealth Connection LLC (CRD 161020): Form ADV filing data as of October 2026.