Blue Barn Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orem, UT. Its latest Form ADV filing, dated February 17, 2026, reports $317M in regulatory assets under management, 9 employees, and 681 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.3% of total clients.
Top client categories% of clientsClients
1
Individuals
77.3%
180
2
HNWI
19.7%
46
3
Pension Plans
3.0%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$317Mas of February 17, 2026
Discretionary92.9%
$294M
93% of total RAUM92.9%
Non-discretionary7.1%
$23M
7% of total RAUM7.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$317M
Total Accounts681
10Y AUM Change+$192M (+152.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee26:1
10Y Employee Change+4 (+80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.