# Barrett Wealth Management

> Barrett Wealth Management is a state-registered investment advisory firm in Rochester, NY, registered since 2003, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 125550
- Filed as: BARRETT WEALTH MANAGEMENT
- Legal name: Barrett Capital Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rochester, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125550
- AdvisorCensus page: https://advisorcensus.com/firm/barrett-wealth-management-rochester-ny-125550

## Quick answers

**How is Barrett Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Barrett Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Barrett Wealth Management located?**
Barrett Wealth Management's principal office is in Rochester, NY, according to its Form ADV.

**Is Barrett Wealth Management registered with the SEC or a state?**
Barrett Wealth Management is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 125550.

**How much does Barrett Wealth Management manage?**
Barrett Wealth Management reports $21,829,796 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Barrett Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (69); high net worth individuals (10); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Does Barrett Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125550

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $21,829,796
- Discretionary: $21,829,796
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $0 |
| High net worth individuals | 10 | $21,369,377 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $0 |
| Charitable organizations | Fewer than 5 | $460,419 |

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

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- barrettcm.com
- barrettwm.com
- financialcrusade.com
- LinkedIn @BARRETT-WEALTH-MANAGEMENT
- X @BARRETTWEALTH

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barrett Wealth Management (CRD 125550): Form ADV filing data as of October 2026.