BARRETT WEALTH CONNECTION LLC

BARRETT WEALTH CONNECTION LLC of SPRING GROVE, IL is an SEC-registered investment adviser (CRD 161020). Regulatory assets under management: $148.0M.

Registration

• CRD: 161020
• SEC file number: 801-130511
• Type: Registered investment adviser
• Location: 2002 HOLIAN DRIVE, SUITE 104, SPRING GROVE, IL, 60081
• Phone: 815-529-7527
• Latest filing: 2026-02-06
• Regulatory AUM: $148.0M
• Discretionary AUM: $145.1M
• Non-discretionary AUM: $2.8M
• Clients: 2
• Accounts: 419

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 161020 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search