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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BLUE BARN WEALTH

BLUE BARN WEALTH, LLC, CRD 107202

OREM, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2bb1846a-9649-b15b-5ecf-73ce576b732e

Data as of Feb 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 11
On other graphs: 0
Observed: Mar 30, 2020 to Feb 17, 2026
14 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $317MItem 5.F on the latest filing (2026-02-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $294M
Private client RAUM: $294MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $39.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 681
Individual clients: 180
High net worth clients: 46
Custody, client assets: $148M
SEC number: 801-118602
CIK: 1879206
CRD: 107202
Filings on the tape: 14
First filed: Mar 30, 2020
Latest filed: Feb 17, 2026
Organised: Limited Liability Company, UT

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Jeffrey Todd Brimhall	Certified Financial Planner\|Chartered Financial Analyst	NEW YORK, NY \| OREM, UT \| Orem, UT	8	15	2	no
Justin Kordell Ericksen	Certified Financial Planner	OREM, UT \| NEW YORK, NY \| Orem, UT \| Fairview, UT	3	11	n/a	no
Leland Stanford McCullough	Certified Financial Planner	Sandy, UT \| NEW YORK, NY \| OREM, UT	3	11	2	no
Siria Daniela Terry	n/a	OREM, UT \| NEW YORK, NY \| Provo, UT \| Orem, UT	2	9	n/a	no
MARK THOMAS SUMSION	n/a	OREM, UT \| Provo, UT \| NEW YORK, NY \| Orem, UT	2	38	1	no
SCOTT HUNTER GARBUTT	Certified Financial Planner	Orem, UT \| NEW YORK, NY \| OREM, UT	2	42	1	no
Nathan M Mirizzi	Certified Financial Planner	Orem, UT \| OREM, UT \| NEW YORK, NY	1	11	n/a	no
Karsten Walker	n/a	Orem, UT \| NEW YORK, NY \| OREM, UT	1	29	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRIMHALL, JEFFREY, TODD	OWNER & MANAGER	E	yes	02/2016	Mar 30, 2020	Dec 10, 2024
BRIMHALL, JEFFREY, TODD	MANAGING PARTNER	Na	yes	11/2017	Mar 30, 2020	Dec 10, 2024
CUMMINGS, BENJAMIN, FRANKLIN	PARTNER & CHIEF COMPLIANCE OFFICER	Na	yes	01/2022	Apr 1, 2022	Dec 10, 2024
FORCE FOR GOOD FINANCIAL, LLC	Owner	C	yes	10/2017	Mar 30, 2020	Dec 10, 2024
HJB WEALTH MANAGEMENT, LLC	Owner	E	yes	11/2017	Mar 30, 2020	Dec 10, 2024
HYRUM L. SMITH, LLC	Owner	C	yes	10/2017	Mar 30, 2020	Dec 10, 2024
SMITH, HYRUM, LEGRAND	MANAGING PARTNER	Na	yes	05/2015	Mar 30, 2020	Dec 10, 2024
SMITH, HYRUM, LEGRAND	OWNER & MANAGER	E	yes	09/2017	Mar 30, 2020	Dec 10, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SCOTT GARBUTT AND MARK SUMSION	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SALT LAKE CITY	Ut	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 17, 2026	$317M	$294M	9	6	0	n/a	n/a
2024	Apr 3, 2025	$521M	$504M	12	9	1	n/a	n/a
2023	Mar 29, 2024	$431M	$420M	7	4	1	n/a	n/a
2022	Mar 31, 2023	$277M	$271M	6	4	1	n/a	n/a
2021	Apr 1, 2022	$270M	$266M	6	5	1	n/a	n/a
2020	Apr 5, 2021	$151M	$148M	7	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	25.0%	0	0	0	3	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$317M	$521M	-39.2%	$277M	4.7%	9	12	0	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LIVET WEALTH, LLC	2	Feb 17, 2026	Aug 20, 2025	OREM, UT	Team lift out	RIA to RIA	20.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
STRATEGIS FINANCIAL GROUP, INC	2	Sep 30, 2024	Apr 22, 2024	OREM, UT	Team lift out	Other	100.0%

Relationships

Registered with (12)

← Karsten WalkerAdvisorregistration: current employment
Mar 25, 2025 to presentfactForm ADV
← Nathan M MirizziAdvisorregistration: current employment
Nov 5, 2024 to presentfactForm ADV
← MARK THOMAS SUMSIONAdvisorregistration: current employment
Apr 22, 2024 to presentfactForm ADV
← SCOTT HUNTER GARBUTTAdvisorregistration: current employment
Apr 22, 2024 to presentfactForm ADV
← Siria Daniela TerryAdvisorregistration: current employment
Jan 23, 2024 to presentfactForm ADV
← Leland Stanford McCulloughAdvisorregistration: current employment
Jul 20, 2023 to presentfactForm ADV
← Justin Kordell EricksenAdvisorregistration: current employment
Jan 24, 2023 to presentfactForm ADV
← Jeffrey Todd BrimhallAdvisorregistration: current employment
Nov 13, 2017 to presentfactForm ADV
← HYRUM LEGRAND SMITHAdvisorregistration: previous registration
Apr 2, 2015 to Feb 17, 2026factForm ADV
← Wyatt Gordon LivingstonAdvisorregistration: previous registration
Feb 7, 2025 to Feb 17, 2026factForm ADV
← TAYLOR JAMES BELLAdvisorregistration: previous registration
Dec 6, 2022 to Jan 20, 2023factForm ADV
← Derek Paul FarleyAdvisorregistration: previous registration
Mar 31, 2020 to Dec 21, 2022factForm ADV

Moved with (2)

→ LIVET WEALTH, LLCRegistered adviser2 advisors, team lift out, same day
Feb 17, 2026 to Aug 20, 2025factForm ADV
← STRATEGIS FINANCIAL GROUP, INCRegistered adviser2 advisors, team lift out, same day
Sep 30, 2024 to Apr 22, 2024factForm ADV

Controls (6)

← BRIMHALL, JEFFREY, TODDOwnerOWNER & MANAGER, ownership code E, individual
Mar 30, 2020 to Dec 10, 2024factForm ADV
← SMITH, HYRUM, LEGRANDOwnerOWNER & MANAGER, ownership code E, individual
Mar 30, 2020 to Dec 10, 2024factForm ADV
← CUMMINGS, BENJAMIN, FRANKLINOwnerPARTNER & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 1, 2022 to Dec 10, 2024factForm ADV
← FORCE FOR GOOD FINANCIAL, LLCOwnerOWNER, ownership code C, domestic entity
Mar 30, 2020 to Dec 10, 2024factForm ADV
← HJB WEALTH MANAGEMENT, LLCOwnerOWNER, ownership code E, domestic entity
Mar 30, 2020 to Dec 10, 2024factForm ADV
← HYRUM L. SMITH, LLCOwnerOWNER, ownership code C, domestic entity
Mar 30, 2020 to Dec 10, 2024factForm ADV

Dated events

Occurred
Feb 17, 2026
Regulatory AUM changed
Blue Barn Wealth reported RAUM $317.1M, down 39% from $521.4M (2025-04-03 to 2026-02-17)
Form ADVobserved 4 days ago
$-204M
Occurred
Feb 17, 2026
Team lift-out
2 advisors left Blue Barn Wealth (Orem, UT) for Livet Wealth, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Feb 17, 2026
Advisor changed firm
Wyatt Gordon Livingston left Blue Barn Wealth for Livet Wealth, Llc (registered 2025-08-20)
Form ADVobserved 4 days ago
Occurred
Feb 17, 2026
Advisor changed firm
Hyrum Legrand Smith left Blue Barn Wealth for Livet Wealth, Llc (registered 2025-08-20)
Form ADVobserved 4 days ago
Occurred
Sep 30, 2024
Team lift-out
2 advisors left Strategis Financial Group, Inc (Orem, UT) for Blue Barn Wealth on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 29, 2024
Regulatory AUM changed
Blue Barn Wealth reported RAUM $431.4M, up 56% from $276.5M (2023-03-31 to 2024-03-29)
Form ADVobserved 4 days ago
$155M
Occurred
Jan 20, 2023
Advisor changed firm
Taylor James Bell left Blue Barn Wealth for Aequitas Financial, Llc (registered 2023-08-14)
Form ADVobserved 4 days ago
Occurred
Dec 21, 2022
Advisor changed firm
Derek Paul Farley left Blue Barn Wealth for Diversify Wealth Management Llc (registered 2022-09-26)
Form ADVobserved 4 days ago
Occurred
Apr 1, 2022
Regulatory AUM changed
Blue Barn Wealth reported RAUM $270.3M, up 79% from $150.6M (2022-02-07 to 2022-04-01)
Form ADVobserved 4 days ago
$120M
Occurred
Apr 1, 2022
Control person joined
Franklin Benjamin Cummings (Partner & Chief Compliance Officer) appeared on Schedule A of Blue Barn Wealth
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
First Form ADV filing
Blue Barn Wealth filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2bb1846a-9649-b15b-5ecf-73ce576b732e
First observed: Mar 30, 2020
Last observed: Feb 17, 2026 7 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.

BLUE BARN WEALTH

BLUE BARN WEALTH, LLC, CRD 107202

OREM, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2bb1846a-9649-b15b-5ecf-73ce576b732e

Data as of Feb 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Jeffrey Todd Brimhall

Certified Financial Planner|Chartered Financial Analyst

NEW YORK, NY | OREM, UT | Orem, UT

Justin Kordell Ericksen

Certified Financial Planner

OREM, UT | NEW YORK, NY | Orem, UT | Fairview, UT

n/a

Leland Stanford McCullough

Certified Financial Planner

Sandy, UT | NEW YORK, NY | OREM, UT

Siria Daniela Terry

n/a

OREM, UT | NEW YORK, NY | Provo, UT | Orem, UT

n/a

MARK THOMAS SUMSION

n/a

OREM, UT | Provo, UT | NEW YORK, NY | Orem, UT

SCOTT HUNTER GARBUTT

Certified Financial Planner

Orem, UT | NEW YORK, NY | OREM, UT

Nathan M Mirizzi

Certified Financial Planner

Orem, UT | OREM, UT | NEW YORK, NY

n/a

Karsten Walker

n/a

Orem, UT | NEW YORK, NY | OREM, UT

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRIMHALL, JEFFREY, TODD

OWNER & MANAGER

yes

02/2016

Mar 30, 2020

Dec 10, 2024

BRIMHALL, JEFFREY, TODD

MANAGING PARTNER

yes

11/2017

Mar 30, 2020

Dec 10, 2024

CUMMINGS, BENJAMIN, FRANKLIN

PARTNER & CHIEF COMPLIANCE OFFICER

yes

01/2022

Apr 1, 2022

Dec 10, 2024

FORCE FOR GOOD FINANCIAL, LLC

Owner

yes

10/2017

Mar 30, 2020

Dec 10, 2024

HJB WEALTH MANAGEMENT, LLC

Owner

yes

11/2017

Mar 30, 2020

Dec 10, 2024

HYRUM L. SMITH, LLC

Owner

yes

10/2017

Mar 30, 2020

Dec 10, 2024

SMITH, HYRUM, LEGRAND

MANAGING PARTNER

yes

05/2015

Mar 30, 2020

Dec 10, 2024

SMITH, HYRUM, LEGRAND

OWNER & MANAGER

yes

09/2017

Mar 30, 2020

Dec 10, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SCOTT GARBUTT AND MARK SUMSION

n/a

City

State

Country

Employees

Also broker-dealer

SALT LAKE CITY

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 17, 2026

$317M

$294M

n/a

2024

Apr 3, 2025

$521M

$504M

n/a

2023

Mar 29, 2024

$431M

$420M

n/a

2022

Mar 31, 2023

$277M

$271M

n/a

2021

Apr 1, 2022

$270M

$266M

n/a

2020

Apr 5, 2021

$151M

$148M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$317M

$521M

-39.2%

$277M

4.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LIVET WEALTH, LLC

Feb 17, 2026

Aug 20, 2025

OREM, UT

Team lift out

RIA to RIA

20.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

STRATEGIS FINANCIAL GROUP, INC

Sep 30, 2024

Apr 22, 2024

OREM, UT

Team lift out

Other

100.0%