SPRING GROVE, ILCRD 161020Latest ADV February 6, 2026
Barrett Wealth Connection LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Spring Grove, IL. Its latest Form ADV filing, dated February 6, 2026, reports $148M in regulatory assets under management, 2 employees, and 419 accounts.
Assets Under Management
$148M
Employees
2
Offices
--
Total Clients
177
Primary office
SPRING GROVE, IL
2002 HOLIAN DRIVE, SUITE 104, SPRING GROVE, IL, United States
Top client segmentIndividuals represent 58.8% of total clients.
Top client categories% of clientsClients
1
Individuals
58.8%
104
2
HNWI
33.3%
59
3
Pension Plans
6.8%
12
4
Charitable
1.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$148Mas of February 6, 2026
Discretionary98.1%
$145M
98% of total RAUM98.1%
Non-discretionary1.9%
$3M
2% of total RAUM1.9%
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.
Total AUM$148M
Total Accounts419
10Y AUM Change+$24M (+19.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee89:1
10Y Employee Change0 (0.0%)
* 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.