# BARRETT WEALTH CONNECTION LLC

BARRETT WEALTH CONNECTION LLC of SPRING GROVE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 161020
- Type: SEC-registered investment adviser
- SEC file number: 801-130511
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Amy Lisa Barrett | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| BARRETT AMY LISA | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/161020/brochure
- Similar advisers: https://search.stillhousedata.com/firm/161020/similar
- Related entities: https://search.stillhousedata.com/firm/161020/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/161020

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.