Investment adviser representative · Blue Barn Wealth
Leland S. McCullough IV
CRD 6560521 · Orem, UT
At a glance
Leland S. McCullough IV is an investment adviser representative with Blue Barn Wealth in Orem, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Leland’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Blue Barn WealthSince July 2023Orem, UT · $317M in regulatory assets
- SavvySince April 2026Sandy, UT · $5.0B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Leland’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Blue Barn Wealth
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- Justin K. EricksenOrem · Certified Financial Planner
- Scott H. GarbuttOrem · Certified Financial Planner
- Nathan M. MirizziOrem · Certified Financial Planner
- Mark T. SumsionOrem
- Siria D. TerryOrem
- Karsten WalkerOrem
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