Barker Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Camas, WA. Its latest Form ADV filing, dated March 30, 2026, reports $241M in regulatory assets under management, 2 employees, 1 office, and 269 accounts.
Assets Under Management
$241M
Employees
2
Offices
1 office
Total Clients
70
Primary office
CAMAS, WA
2005 SE192ND AVENUE, SUITE 200, CAMAS, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.4% of total clients.
Top client categories% of clientsClients
1
HNWI
61.4%
43
2
Individuals
38.6%
27
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$241Mas of March 30, 2026
Discretionary97.9%
$236M
98% of total RAUM97.9%
Non-discretionary2.1%
$5M
2% of total RAUM2.1%
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.
Total AUM$241M
Total Accounts269
10Y AUM Change+$130M (+117.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee35:1
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.