Blue Barn Wealth

EST. AUM
$317,067,080

CONTACTS
3

CLIENT ACCOUNTS
681

Firm Details

Metro area Salt Lake City
CRD Number 107202
Website bluebarnwealth.com
Client types

Overview

At Blue Barn Wealth®, the firm manages its clients' financial complexity so that they can live a more simple, intentional, and meaningful life. For over 24 years, the firm has helped clients align their actions with their core desires. Wealth and assets have been safely stored in barns for thousands of years. For the firm, the barn is a symbol of lasting security that provides a refuge from the storm. It also reminds the firm of a time when life was simpler and intentionality was required. Blue Barn Wealth is built on research-based solutions and the principle of putting its clients’ needs first. They invite others to come experience the difference.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Blue Barn Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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