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Managing Partner/chief Compliance Officer · Blue Barn Wealth

Jeffrey T. Brimhall

CRD 5973171 · Named on Form ADV at one SEC-registered adviser

At a glance

Blue Barn Wealth, an SEC-registered wealth manager based in Orem, UT with $317 million in regulatory assets, lists Jeffrey T. Brimhall on its Form ADV as Managing Partner/chief Compliance Officer, a control person.

Firms and roles

  • Blue Barn WealthManaging Partner/chief Compliance OfficerWealth manager · Orem, UT · $317M in regulatory assets

AtlasMembers

Jeffrey’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.