Blue Barn Wealth

Blue Barn Wealth (CRD# 107202) is a financial advisory firm headquartered in Orem, UT. They manage $431,416,544 in 765 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
370 West Center Street, Orem, UT 84057
https://bluebarnwealth.com/
By the Numbers
  • Total Assets Under Management
    431
    MILLION
  • Total Number of Accounts
    765
    ACCOUNTS
  • Average Account Value
    $563,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NV, TX, UT, WA, WY

Financial Advisors at Blue Barn Wealth
Showing 1 - 5 of 5 top financial advisors.
1
Jeffrey Brimhall, financial advisor Orem UT
Jeffrey T. Brimhall
CRD#: 5973171
370 West Center Street, Orem, UT 84057

Jeffrey Brimhall (CRD# 5973171) is an Investment Advisor Representative working at Blue Barn Wealth in Orem, UT and has over 12 years of experience in the finance industry.

2
Benjamin Cummings, financial advisor Orem UT
Benjamin Cummings
CRD#: 6878065
370 West Center Street, Orem, UT 84057

Benjamin Cummings (CRD# 6878065) is an Investment Advisor Representative working at Blue Barn Wealth in Orem, UT and has 1 year of experience in the finance industry.

3
Hyrum Smith, financial advisor Orem UT
Hyrum L. Smith
CRD#: 6418090
370 West Center Street, Orem, UT 84057

Hyrum Smith (CRD# 6418090) is an Investment Advisor Representative working at Blue Barn Wealth in Orem, UT and has 1 year of experience in the finance industry.

4
Justin Ericksen, financial advisor Orem UT
Justin K. Ericksen
CRD#: 7678097
370 West Center Street, Orem, UT 84057

Justin Ericksen (CRD# 7678097) is an Investment Advisor Representative working at Blue Barn Wealth in Orem, UT and has 1 year of experience in the finance industry.

5
Siria Trochez Ortiz, financial advisor Orem UT
Siria D. Trochez Ortiz
CRD#: 7843636
370 West Center Street, Orem, UT 84057

Siria Trochez Ortiz (CRD# 7843636) is an Investment Advisor Representative working at Blue Barn Wealth in Orem, UT and has 1 year 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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