Bare Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in GAP, PA. Its latest Form ADV filing, dated March 26, 2026, reports $662M in regulatory assets under management, 19 employees, and 2,815 accounts.
Assets Under Management
$662M
Employees
19
Offices
--
Total Clients
841
Primary office
GAP, PA
835 HOUSTON RUN DRIVE, SUITE 260, GAP, PA, United States
Top client segmentIndividuals represent 68.1% of total clients.
Top client categories% of clientsClients
1
Individuals
68.1%
573
2
HNWI
28.5%
240
3
Pension Plans
1.7%
14
4
Charitable
1.0%
8
5
Corporations
0.7%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$662Mas of March 26, 2026
Discretionary96.8%
$641M
97% of total RAUM96.8%
Non-discretionary3.2%
$22M
3% of total RAUM3.2%
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$662M
Total Accounts2,815
10Y AUM Change+$662M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee44:1
10Y Employee Change+3 (+18.8%)
* 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.