RIA Intel›Advisers›California›BARNETT, DAVID IRA

BARNETT, DAVID IRA

Advisory

TUSTIN, CA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in CA

#3,172

of 5,480 advisers by AUM

Average account

$433K

across 154 accounts

AUM per adviser

$67M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$67M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$67M

Discretionary AUM$0

Non-Discretionary AUM$67M

Discretionary %0%

Total Clients41

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

41 clients

27 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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