BAKERSFIELD, CACRD 132189Latest ADV March 17, 2026
Barnes Wealth Management Group is an SEC registered investment adviser organized as a corporation with a primary office location in Bakersfield, CA. Its latest Form ADV filing, dated March 17, 2026, reports $477M in regulatory assets under management, 12 employees, and 1,470 accounts.
Assets Under Management
$477M
Employees
12
Offices
--
Total Clients
897
Primary office
BAKERSFIELD, CA
5060 CALIFORNIA AVE., SUITE 600, BAKERSFIELD, CA, United States
Top client segmentIndividuals represent 79.0% of total clients.
Top client categories% of clientsClients
1
Individuals
79.0%
709
2
HNWI
13.8%
124
3
Pension Plans
4.6%
41
4
Corporations
1.9%
17
5
Charitable
0.7%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$477Mas of March 17, 2026
Discretionary64.6%
$308M
65% of total RAUM64.6%
Non-discretionary35.4%
$169M
35% of total RAUM35.4%
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$477M
Total Accounts1,470
10Y AUM Change+$356M (+294.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee75:1
10Y Employee Change+1 (+9.1%)
* 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.