This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

state registeredderivedon the IAPD state feed, not SEC-registered

Regulatory AUM

$97.1MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$97.1M

Private client RAUM

$87.7MderivedItem 5.D individuals plus high net worth individuals

Private client share

90%derivedprivate client RAUM over total RAUM

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

296

Individual clients

118

High net worth clients

19

CRD

153598

Filings on the tape

1

First filed

Mar 31, 2026

Latest filed

Mar 31, 2026

Organised

Limited Liability Company, PA

Website

barristerwealthmanagement.com

• Occurred

  Aug 29, 2022
  Advisor changed firm

  Paul Francis Savini left Barrister for Viable (registered 2022-08-02)

  Form ADVobserved 6 days ago
• Occurred

  Mar 9, 2022
  Advisor changed firm

  Douglas F Grant left Barrister for Grant Asset Management, Llc (registered 2022-08-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:19062a94-98ef-b514-530d-9e7d34c11b3c

First observed

Mar 31, 2026

Last observed

Mar 31, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.