BARRETT WEALTH MANAGEMENT

BARRETT WEALTH MANAGEMENT of ROCHESTER, NY is an SEC-registered investment adviser (CRD 125550). Regulatory assets under management: $21.8M.

Registration

• CRD: 125550
• Type: Registered investment adviser
• Location: 70 LINDEN OAKS, ROCHESTER, NY, 14625
• Phone: 585-383-5555
• Latest filing: 2026-03-31
• Regulatory AUM: $21.8M
• Discretionary AUM: $21.8M
• Clients: 1
• Accounts: 32

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125550 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search