Blue Barn Wealth, LLC
Blue Barn Wealth, LLC is a fee-only financial planning and investment management firm headquartered in Orem, Utah. Founded in 1995, the firm is led by partners holding advanced credentials such as PhDs, CFP®s, CPA, and CFA. It offers comprehensive financial planning and portfolio management services to individuals and families, including cash flow, debt, retirement, college savings, risk, estate, and tax planning. The firm currently employs about 12 professionals and serves over 900 accounts, focusing primarily on high-net-worth individuals and providing three tiers of service based on client needs and asset levels.
Investment Strategy
Blue Barn Wealth employs a holistic, client-centered approach that integrates comprehensive financial planning with disciplined, diversified investment management. The firm offers ongoing portfolio supervision and may engage institutional investment managers. Asset allocations are determined based on clients' unique goals, risk tolerance, and investment time horizons, with a focus on long-term growth, risk management, and achieving measurable financial objectives. Its investment philosophy centers on providing custom solutions, using a blend of index funds, ETFs, and potentially individual equities, always aligned with clients’ best interests through a fee-only, fiduciary model.
Top Holdings
Equity Positions (157)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHF | SCHWAB STRATEGIC TR | 8.97% | $19.0M | 861,569 | $18.90 | $22.10 | +$2.2M |
V VONG | VANGUARD SCOTTSDALE FDS | 8.45% | $17.9M | 164,289 | $70.06 | $109.20 | +$2.7M |
B BNDX | VANGUARD CHARLOTTE FDS | 6.61% | $14.0M | 281,694 | $54.42 | $49.51 | +$286.7K |
S SCHD | SCHWAB STRATEGIC TR | 6.13% | $13.0M | 491,076 | $25.58 | $26.50 | -$315.5K |
A AGG | ISHARES TR | 5.37% | $11.4M | 114,887 | $104.11 | $99.20 | +$393.6K |