# Blue Barn Wealth

Blue Barn Wealth is a Bank / Wealth / Trust based in Orem, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Orem, United States
- **Region:** North America
- **Founded:** 1994
- **Assets under management:** 420 (Altss estimate)
- **Website:** bluebarnwealth.com
- **LinkedIn:** https://www.linkedin.com/company/bluebarnwealth

## Regulatory record

- **CRD number:** 107202
- **SEC file number:** 801-118602
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107202

## About

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.

## Sectors

- Venture Capital

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/blue-barn-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology