Wealth Manager
    SEC Registered
    Manages Private Funds

    Barlow Wealth Partners, LLC

    Registered investment advisor · Louisville, Kentucky · CRD #325308

    Assets Under Management
    $1.4B
    Client Accounts
    1,425
    Employees
    6
    CRD Number
    325308
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Barlow Wealth Partners, LLC

    Barlow Wealth Partners, LLC is an independent investment advisory firm based in Louisville, Kentucky, offering holistic wealth management services with a focus on client-centric, comprehensive financial planning. The firm operates independently and prioritizes client interests. Established to maintain independence, it provides tailored retirement planning and other financial services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Barlow Wealth Partners, LLC

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    Frequently Asked Questions

    What is Barlow Wealth Partners, LLC's AUM?

    Barlow Wealth Partners, LLC reports approximately $1.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Barlow Wealth Partners, LLC headquartered?

    Barlow Wealth Partners, LLC is headquartered in Louisville, Kentucky.

    What is Barlow Wealth Partners, LLC's CRD number?

    Barlow Wealth Partners, LLC's CRD number is 325308. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Barlow Wealth Partners, LLC manage?

    Barlow Wealth Partners, LLC manages approximately 1,425 client accounts according to its latest SEC filing.

    Is Barlow Wealth Partners, LLC SEC registered?

    Yes, Barlow Wealth Partners, LLC is registered with the SEC as an investment adviser with an approved registration status.

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