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President and Chief Compliance Officer · Barnes Wealth Management Group

Steven A. Barnes

CRD 1609891 · Named on Form ADV at one SEC-registered adviser

At a glance

Barnes Wealth Management Group, an SEC-registered wealth manager based in Bakersfield, CA with $477 million in regulatory assets, lists Steven A. Barnes on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Steven’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.

Colleagues named on the same filings

  • Lori BarnesTrustee TO the Barnes Living Trust Dated 09/20/1995, Barnes Wealth Management Group

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