# Blue Barn Wealth

> Blue Barn Wealth is an SEC-registered investment advisory firm in Orem, UT, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 107202
- Filed as: BLUE BARN WEALTH
- Legal name: Blue Barn Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orem, UT
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107202
- AdvisorCensus page: https://advisorcensus.com/firm/blue-barn-wealth-orem-ut-107202

## Quick answers

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

**Where is Blue Barn Wealth located?**
Blue Barn Wealth's principal office is in Orem, UT, according to its Form ADV; the May 2025 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Blue Barn Wealth registered with the SEC or a state?**
Blue Barn Wealth is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 107202.

**How much does Blue Barn Wealth manage?**
Blue Barn Wealth reports $317,067,080 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (93% discretionary).

**How have Blue Barn Wealth's assets and staff changed since 2021?**
In the Form ADV data for Blue Barn Wealth: Regulatory assets under management: $150,613,537 in the October 2021 data and $317,067,080 in the October 2026 data, up 111%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blue Barn Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (180); high net worth individuals (46); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Blue Barn Wealth use?**
Blue Barn Wealth'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 Blue Barn Wealth 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/107202

**What changed in Blue Barn Wealth's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 9 to 6. Regulatory assets under management went from $521,370,490 to $317,067,080 (-39%). No longer lists an office in Salt Lake City, UT. Updated its list of owners and control persons (Schedule A).

## 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.

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: $317,067,080
- Discretionary: $294,421,523
- Non-discretionary: $22,645,557

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 180 | $48,258,126 |
| High net worth individuals | 46 | $246,163,397 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $22,645,557 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, ID, NV, TX, UT, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2025 filing
- Salt Lake City, UT

### Websites listed on Form ADV (Item 1.I)
- bluebarnwealth.com
- Facebook @bluebarnwealth
- Instagram @bluebarnwealth
- LinkedIn @bluebarnwealth
- X @bluebarnwealth
- YouTube @UCXbGg4uQf9YJuZOi0IbccFA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $150,613,537 | 7 | August 30, 2021 |
| October 2022 | $270,262,657 | 6 | April 1, 2022 |
| October 2023 | $276,546,269 | 6 | March 31, 2023 |
| October 2024 | $431,416,544 | 9 | April 22, 2024 |
| October 2025 | $521,370,490 | 12 | April 3, 2025 |
| October 2026 | $317,067,080 | 9 | February 17, 2026 |

Regulatory assets under management: $150,613,537 in the October 2021 data and $317,067,080 in the October 2026 data, up 111%.
Total employees: 7 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 9 to 6.
- Regulatory assets under management went from $521,370,490 to $317,067,080 (-39%).
- No longer lists an office in Salt Lake City, UT.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Barn Wealth (CRD 107202): Form ADV filing data as of October 2026.