RIA Intel›Advisers›Michigan›BARNHART WEALTH MANAGEMENT LLC

BARNHART WEALTH MANAGEMENT LLC

Advisory

MI

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in MI

#443

of 521 advisers by AUM

Average account

$72K

across 1,038 accounts

AUM per adviser

$37M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$75M

Discretionary AUM$75M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients125

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, LA, MI, OH, TX

Succession Risk

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

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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

125 clients

18 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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KAPLAN, BRILLIANT AND FRANSKO, LLC

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