# Barrett Wealth Connection

Barrett Wealth Connection is a RIA based in Spring Grove.

## Overview

- **Organization type:** RIA
- **Headquarters:** Spring Grove
- **Assets under management:** Undisclosed
- **Website:** https://barrettwealthconnection.com
- **LinkedIn:** https://www.linkedin.com/company/barrettwealthconnection

## Regulatory record

- **CRD number:** 161020
- **SEC file number:** 801-130511
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/161020

## About

BARRETT WEALTH CONNECTION LLC is an SEC-registered investment adviser in SPRING GROVE, IL, registered since 2024. The firm manages $148 million in assets, $145 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### What investment sectors does Barrett Wealth Connection typically cover?

Based on its conference participation and public-facing descriptions, the firm covers a range of alternative asset classes, including private equity, venture capital, real estate, and direct operating company investments. The specific sector focus shifts with the composition of its sponsor network, allowing exposure to varied deal types without a fixed sector mandate.

## Related profiles

- [B.E.S.T. Wealth Management](https://altss.com/profile/best-wealth-management-llc)
- [Avier Wealth Advisors](https://altss.com/profile/avier-wealth-advisors)

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Last updated: 2026-07-10T20:20:26.000Z

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