Barlow Wealth Partners, LLC
Louisville, KY·SEC-registered · CRD #325308
Barlow Wealth Partners, LLC is an SEC-registered investment advisory firm in Louisville, KY managing $1.4B across 1.7k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
1.7k
Advisory staff
6
Fee model
Fee-based
How Barlow Wealth Partners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Barlow Wealth Partners, LLC
How much does Barlow Wealth Partners, LLC manage?
Per its most recent SEC Form ADV filing (03/02/2026), Barlow Wealth Partners, LLC reports $1.4B in regulatory assets under management across roughly 1.7k client accounts.
How does Barlow Wealth Partners, LLC charge?
Barlow Wealth Partners, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Barlow Wealth Partners, LLC a fiduciary?
Yes. Barlow Wealth Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #325308), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Barlow Wealth Partners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Barlow Wealth Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Louisville, KY
Profile compiled from Barlow Wealth Partners, LLC's public SEC Form ADV filing (CRD #325308, filed 03/02/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Barlow Wealth Partners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Barlow Wealth Partners, LLC? Claim this profile.