30-40 Wealth Partners

30-40 Wealth Partners (CRD# 311073) is a financial advisory firm headquartered in , . They manage $32,203,196 in 81 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.linkedin.com/in/kris-barney
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $397,570
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NC, TX

Financial Advisors at 30-40 Wealth Partners
Showing 1 - 1 of 1 top financial advisors.
1
Kristopher Barney, financial advisor Cornelius NC
Kristopher A. Barney
CRD#: 5385959
Cornelius, NC

Kristopher Barney (CRD# 5385959) is an Investment Advisor Representative working at 30-40 Wealth Partners in Cornelius, NC and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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