Data / Investment advisers / Kentucky / Barlow Wealth Partners, LLC
Barlow Wealth Partners, LLC, Louisville, KY: $1.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Barlow Wealth Partners, LLC is an SEC registered investment adviser with its main office in Louisville, Kentucky and reports $1.4 billion in regulatory assets under management in its Form ADV filed October 2, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Barlow Wealth Partners, LLC (CRD number 325308): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 325308
- SEC file number
- 801-127506
- SEC status
- Approved, effective March 23, 2023
- Main office
- 3700 Brownsboro Road, Louisville, KY 40207
- Phone
- (502) 308-4270
- Website
- barlowwealth.com
- Regulatory AUM
- $1,351,891,275 in the Form ADV filed October 2, 2026
- Discretionary AUM
- $1,205,710,631
- Non discretionary AUM
- $146,180,644
- Accounts
- 1,425
- Employees
- 6, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 312 | $1.25 billion |
| Corporations or other businesses | 18 | $64.3 million |
| Individuals (other than high net worth individuals) | 91 | $23.1 million |
| Charitable organizations | 7 | $16 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.35 billion | March 2, 2026 |
| December 1, 2025 | $1.22 billion | May 15, 2025 |
Other advisers in Louisville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| PNC Real Estate | Louisville | $3.55 billion | 8 | adviserinfo.sec.gov |
| Stegner Investment Associates Inc | Louisville | $2.77 billion | Not listed | adviserinfo.sec.gov |
| Cullinan Associates, Inc. | Louisville | $1.48 billion | Not listed | adviserinfo.sec.gov |
| Strategic Wealth Investment Group, LLC | Louisville | $1.38 billion | Not listed | adviserinfo.sec.gov |
| Private Client Services, LLC | Louisville | $1.38 billion | Not listed | adviserinfo.sec.gov |
| KPP Advisory Services LLC | Louisville | $1.24 billion | Not listed | adviserinfo.sec.gov |
| Parthenon LLC | Louisville | $1.22 billion | 1 | adviserinfo.sec.gov |
| Waycross Partners, LLC | Louisville | $1.18 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Louisville, KY
- Investment advisers in Kentucky
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Barlow Wealth Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.