Managing Partner · Barlow Wealth Partners, LLC
Barry O. Barlow
CRD 1006635 · Named on Form ADV at one SEC-registered adviser
At a glance
Barlow Wealth Partners, LLC, an SEC-registered wealth manager based in Louisville, KY with $1.4 billion in regulatory assets, lists Barry O. Barlow on its Form ADV as Managing Partner, a control person.
Firms and roles
- Barlow Wealth Partners, LLCManaging PartnerWealth manager · Louisville, KY · $1.4B in regulatory assets
AtlasMembers
Barry’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Frank O BarlowInvestment Manager, Barlow Wealth Partners, LLC
- Amy S JonesChief Compliance Officer and Wealth Planner, Barlow Wealth Partners, LLC
- Christopher C McIntoshPortfolio Manager, Barlow Wealth Partners, LLC
- Christine BookClient Services Executive, Barlow Wealth Partners, LLC
- Kelsey M. DorenPartner, Barlow Wealth Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Barry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.