Blue Barn Wealth

Financial planning in Orem, UT

SEC registeredNo commissions reported

Call (801) 466-4101 Send a message Map ↗

Public-record details

Address: 370 West Center Street, Orem, UT 84057
Phone: (801) 466-4101
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name: Blue Barn Wealth, LLC
CRD number: 107202
Registration: SEC registered since 2020-04-29
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management: $317.1 million
Accounts managed: 681
Clients reported (Form ADV 5.D): 233
Individual / high-net-worth clients: 180 / 46
Employees: 9
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-02-17

SEC registered investment adviser, CRD 107202, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 107202 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Orem

Exponent Wealth LLC562 Technology Avenue, Suite C-15 · Orem, UT 84097 · (801) 459-1190 · Financial planningCRD 334968 · % of assets, Fixed fees · $110.4 million AUMSEC registeredNo commissions reported Keeler Thomas Management LLC1327 South 800 East · Orem, UT 84097 · (801) 226-0800 · Financial planningCRD 109522 · % of assets, Hourly charges, Fixed fees · $305.5 million AUMSEC registeredNo commissions reported Peterson Wealth Advisors, LLC360 West 920 North · Orem, UT 84057 · (801) 225-0000 · Financial planningCRD 146349 · % of assets · $829.7 million AUMSEC registeredNo commissions reported Sandlot Private Wealth LLC1510 E. 840 N. · Orem, UT 84097 · (801) 428-7744 · Financial planningCRD 335925 · % of assets, Performance-based fees · $305,047 AUMSEC registeredNo commissions reported Squire Wealth Advisors1329 South 800 East · Orem, UT 84097 · (801) 226-7722 · Financial planningCRD 117750 · % of assets, Hourly charges, Fixed fees · $586.7 million AUMSEC registeredNo commissions reported The Professional Financial Company LLC384 W Center St · Orem, UT 84057 · (801) 701-2345 · Financial planningCRD 286419 · % of assets, Fixed fees · $246.1 million AUMSEC registeredNo commissions reported Timpanogos Financial Advisors, INC.821 North 900 West, Suite 304 · Orem, UT 84057 · (801) 607-5670 · Financial planningCRD 328166 · % of assets, Hourly charges, Fixed fees · $99.2 million AUMState registeredNo commissions reported

All 8 in Orem →