Bank / Wealth / TrustRIA · CRD 107202SEC-Registered

Updated:

Blue Barn Wealth

Blue Barn Wealth was established in 1994 as a wealth manager and registered investment advisor. It serves individuals, high-net-worth clients, pensions, and...

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Blue Barn Wealth

Blue Barn Wealth was established in 1994 as a wealth manager and registered investment advisor. It serves individuals, high-net-worth clients, pensions, and businesses. The firm pursues venture capital alongside other strategies. No specific portfolio holdings or co-investors are disclosed in available records. Activity centers on the United States. Team size and additional offices remain undisclosed. No operational events from the last 24 months appear in source material. The firm functions as an external advisor rather than a captive family office or principal investor vehicle.

General information

Firm type

Bank / Wealth / Trust

Year founded

1994

AUM

420 (Altss estimate)

Location

Region

North America

Country

United States

City

Orem

Corporate office

Sector focus

Venture Capital

Frequently asked questions

Who runs investment decisions at Blue Barn Wealth?

No named principals or CIO appear in public records.

Does Blue Barn Wealth participate in fund commitments or only direct deals?

Available data lists venture capital strategy without specifying fund or direct allocation split.

What investment stages does Blue Barn Wealth typically target?

No stage preferences are disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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