Family Office · Mt Lawley, WA, Australia
Barker Wealth Management, LLC is a financial advisory firm specializing in wealth management and investment advisory services for individuals and families. Based in Salt Lake City, Utah, the firm provides personalized financial planning, portfolio management, and retirement planning solutions. Founded in 2003, Barker Wealth Management is known for its client-focused approach and fiduciary commitment, serving a diverse clientele with tailored strategies to help achieve long-term financial goals. The firm has established a reputation for transparency and integrity within the financial services industry.
Business models
services
Customer segments
High-net-worth individuals, Retirees, Business owners
Geography
US
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Barker Wealth Management, LLC deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VCboom tracks Barker Wealth Management, LLC alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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