# Barrister

> Barrister is a state-registered investment advisory firm in Fort Washington, PA, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 153598
- Filed as: BARRISTER
- Legal name: Barrister Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fort Washington, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153598
- AdvisorCensus page: https://advisorcensus.com/firm/barrister-fort-washington-pa-153598

## Quick answers

**How is Barrister compensated?**
On its Form ADV (Item 5.E, October 2026), Barrister reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Barrister located?**
Barrister's principal office is in Fort Washington, PA, according to its Form ADV.

**Is Barrister registered with the SEC or a state?**
Barrister is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153598.

**How much does Barrister manage?**
Barrister reports $97,147,280 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Barrister serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (118); high net worth individuals (19).

**Does Barrister 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/153598

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $97,147,280
- Discretionary: $97,147,280
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 118 | $24,867,466 |
| High net worth individuals | 19 | $62,841,603 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $5,705,849 |
| Charitable organizations | Fewer than 5 | $3,732,362 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- barrister.net
- barristerwealthmanagement.com
- Facebook @BARRISTERWEALTH
- LinkedIn @BARRISTER-WEALTH-MANAGEMENT-LLC
- X @BARRISTERWEALTH

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barrister (CRD 153598): Form ADV filing data as of October 2026.