Key facts
- BARRETT WEALTH CONNECTION LLC is a other based in SPRING GROVE, IL.
- BARRETT WEALTH CONNECTION LLC reports $1.1M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 161020- Regulatory AUM
- $1.1M
- Private fund assets
- —
- Private funds
- —
- Staff
- 2
- Registered office
- SPRING GROVE, IL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for BARRETT WEALTH CONNECTION LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is BARRETT WEALTH CONNECTION LLC's AUM?
- BARRETT WEALTH CONNECTION LLC manages approximately $1.1M in assets.