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BLUE BARN WEALTH, LLC
BLUE BARN WEALTH, LLC
BLUE BARN WEALTH
OREM, Utah
·
3 registered advisors
·
CRD# 107202
SEC# 801-118602
1
(801) 466-4101
01
Firm Overview
AUM
$431M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BLUE BARN WEALTH, LLC
3 registered advisors
Benjamin Franklin Cummings
OREM, Utah
CRD# 6878065
Hyrum Legrand Smith
OREM, Utah
CRD# 6418090
Jeffrey Todd Brimhall
OREM, Utah
CRD# 5973171
05
Office Locations
OREM, Utah
3 advisors
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Data sourced from SEC Form ADV filings. BLUE BARN WEALTH, LLC (CRD# 107202) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.