SourcingSourcing

BLUE BARN WEALTH, LLC

C28
CRD 107202·SEC 801-118602·OREM, UT
AUM
$317.1M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$951K
@ 30% margin
Est. Deal Value
$7.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUE BARN WEALTH, LLC
CRD
107202
SEC file #
801-118602
EIN
473674375
DBA names
Blue Barn Wealth

Economics

AUM
$317.1M
AUM band
$100M-$500M
AUM trajectory
'21'26
$125.5M → $317.1M▲ +153%
Client mix
Individuals Other180
Individuals High Net Worth46
Pension Profit Sharing Plans7

Operations

Employees (total)
9
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'21'26
4 advisors → 6 advisors▲ +50%
Primary office
OREM UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/17/2026
ADV-W filed at
—
Website
linkedin.com/company/bluebarnwealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HJB WEALTH MANAGEMENT, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
HJB WEALTH MANAGEMENT, LLC
Brimhall, Jeffrey, Todd
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001879206
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2021-08-23
Edgar Last Filing Date
2026-02-10
Edgar 13f Count
20
Edgar 13f Latest AUM Estimate
Filing Date2026-02-10
Accession0001879206-26-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
370 WEST CENTER STREETOREM, UT 84057
Business
370 WEST CENTER STREETOREM, UT 84057
Edgar EIN
473674375
Edgar Recent Filings
13F-HR2026-02-10 · 0001879206-26-000001
13F-HR2025-11-14 · 0001879206-25-000005
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (8)

8
Brimhall, Jeffrey, Todd
IAR · Executive Officer · 2.5%
5973171
SCOTT HUNTER GARBUTT
IAR
852029
Siria Daniela Terry
IAR
7843636
Leland Stanford McCullough
IAR
6560521
Justin Kordell Ericksen
IAR
7678097
Nathan M Mirizzi
IAR
7970291
MARK THOMAS SUMSION
IAR
1812582
Karsten Walker
IAR
8022370