SourcingSourcing

BARKER WEALTH MANAGEMENT, LLC

C47
CRD 226768·SEC 801-120753·CAMAS, WA
AUM
$240.6M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$722K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BARKER WEALTH MANAGEMENT, LLC
CRD
226768
SEC file #
801-120753
EIN
—
DBA names
—

Economics

AUM
$240.6M
AUM band
$100M-$500M
AUM trajectory
'22'26
$140.7M → $240.6M▲ +71%
Client mix
Individuals High Net Worth43
Individuals Other27

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
CAMAS WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
barkerwealthmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BARKER, GREGORY, SCOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BARKER, GREGORY, SCOTT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BARKERWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2015-05-22T17:29:00Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2027-05-22T17:29:00Z
Rdap Domain Last Changed
2025-05-23T13:30:31Z
Rdap Nameservers
Ns53.domaincontrol.comNs54.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2784196
Trust Company Affiliate
No

People (2)

2
BARKER, GREGORY, SCOTT
IAR · Direct Owner · 87.5%
2784196
Charles A Petitjean
IAR
6829472