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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

BARLOW WEALTH PARTNERS, LLC

CRD 325308

LOUISVILLE, KY

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:827543dc-4e5c-1cb5-9aa6-74d0b1ed7888

Data as of Mar 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 8
On other graphs: 0
Observed: Feb 21, 2023 to Mar 2, 2026
10 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=0.94 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-03-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $270Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,425
Individual clients: 91
High net worth clients: 312
Custody, client assets: $761M
SEC number: 801-127506
CRD: 325308
Filings on the tape: 10
First filed: Feb 21, 2023
Latest filed: Mar 2, 2026
Organised: Limited Liability Company, DE
Website: barlowwealth.com

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
CHRISTINE BOOK	n/a	LOUISVILLE, KY	3	32	1	no
FRANK O BARLOW	n/a	LOUISVILLE, KY	3	18	1	no
AMY S JONES	Certified Financial Planner	LOUISVILLE, KY	3	19	1	no
CHRISTOPHER CHARLES MCINTOSH	n/a	LOUISVILLE, KY	3	19	1	no
BARRY OWENS BARLOW	n/a	LOUISVILLE, KY	3	45	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
BARLOW, BARRY, OWENS	MANAGING PARTNER	C	yes	04/2023	Mar 2, 2026	Mar 2, 2026
BARLOW, FRANK, O	INVESTMENT MANAGER	B	yes	04/2023	Mar 2, 2026	Mar 2, 2026
BOOK, CHRISTINE	CLIENT SERVICES EXECUTIVE	A	yes	04/2023	Mar 2, 2026	Mar 2, 2026
DOREN, KELSEY, MARIE	Partner	Na	yes	04/2025	Mar 2, 2026	Mar 2, 2026
JONES, AMY, S	CHIEF COMPLIANCE OFFICER AND WEALTH PLANNER	B	yes	04/2023	Mar 2, 2026	Mar 2, 2026
MCINTOSH, CHRISTOPHER, C	PORTFOLIO MANAGER	B	yes	04/2023	Mar 2, 2026	Mar 2, 2026

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 2, 2026	$1.4B	$1.2B	6	6	n/a	n/a
2024	Feb 7, 2025	$1.2B	$1.1B	6	5	n/a	n/a
2023	Jan 16, 2024	$1.0B	$850M	6	5	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	0	0	0.0%	0	0	0	0	0

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	$1.4B	$1.2B	11.2%	n/a	n/a	6	6	0	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	5	Apr 25, 2023	Apr 28, 2023	LOUISVILLE, KY	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (5)

← BARRY OWENS BARLOWAdvisorregistration: current employment
Apr 28, 2023 to presentfactForm ADV
← CHRISTINE BOOKAdvisorregistration: current employment
Apr 21, 2023 to presentfactForm ADV
← FRANK O BARLOWAdvisorregistration: current employment
Apr 21, 2023 to presentfactForm ADV
← AMY S JONESAdvisorregistration: current employment
Apr 21, 2023 to presentfactForm ADV
← CHRISTOPHER CHARLES MCINTOSHAdvisorregistration: current employment
Apr 21, 2023 to presentfactForm ADV

Controls (5)

← BARLOW, BARRY, OWENSOwnerMANAGING PARTNER, ownership code D, individual
Apr 21, 2023 to Dec 17, 2024factForm ADV
← BOOK, CHRISTINEOwnerCLIENT SERVICES EXECUTIVE, ownership code B, individual
Apr 21, 2023 to Dec 17, 2024factForm ADV
← BARLOW, FRANK, OOwnerINVESTMENT MANAGER, ownership code B, individual
Apr 21, 2023 to Dec 17, 2024factForm ADV
← JONES, AMY, SOwnerCHIEF COMPLIANCE OFFICER AND WEALTH PLANNER, ownership code B, individual
Apr 21, 2023 to Dec 17, 2024factForm ADV
← MCINTOSH, CHRISTOPHER, COwnerPORTFOLIO MANAGER, ownership code B, individual
Apr 21, 2023 to Dec 17, 2024factForm ADV

Moved with (1)

← MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviser5 advisors, team lift out, same day
Apr 25, 2023 to Apr 28, 2023factForm ADV

Dated events

Occurred
Apr 25, 2023
Team lift-out
5 advisors left Merrill Lynch, Pierce, Fenner & Smith Incorporated (Louisville, KY) for Barlow Wealth Partners, LLC on the same day
Form ADVobserved 5 days ago
5 advisors
Occurred
Apr 21, 2023
Control person left
Joseph Michael Shuckerow (Cco) no longer on Schedule A of Barlow Wealth Partners, Llc (listed 2023-02-21, absent 2023-04-21)
Form ADVobserved 6 days ago
Occurred
Apr 21, 2023
Control person joined
Owens Barry Barlow (Senior Founding Partner And Chief Compliance Officer) appeared on Schedule A of Barlow Wealth Partners, Llc
Form ADVobserved 6 days ago
Occurred
Apr 21, 2023
Control person joined
O Frank Barlow (Investment Manager) appeared on Schedule A of Barlow Wealth Partners, Llc
Form ADVobserved 6 days ago
Occurred
Apr 21, 2023
Control person joined
S Amy Jones (Wealth Planner) appeared on Schedule A of Barlow Wealth Partners, Llc
Form ADVobserved 6 days ago
Occurred
Apr 21, 2023
Control person joined
C Christopher Mcintosh (Portfolio Manager) appeared on Schedule A of Barlow Wealth Partners, Llc
Form ADVobserved 6 days ago
Occurred
Apr 21, 2023
Control person joined
Christine Book (Client Services Executive) appeared on Schedule A of Barlow Wealth Partners, Llc
Form ADVobserved 6 days ago
Occurred
Feb 21, 2023
First Form ADV filing
Barlow Wealth Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:827543dc-4e5c-1cb5-9aa6-74d0b1ed7888
First observed: Feb 21, 2023
Last observed: Mar 2, 2026 6 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.

BARLOW WEALTH PARTNERS, LLC

CRD 325308

LOUISVILLE, KY

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:827543dc-4e5c-1cb5-9aa6-74d0b1ed7888

Data as of Mar 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:25 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTINE BOOK

n/a

LOUISVILLE, KY

FRANK O BARLOW

n/a

LOUISVILLE, KY

AMY S JONES

Certified Financial Planner

LOUISVILLE, KY

CHRISTOPHER CHARLES MCINTOSH

n/a

LOUISVILLE, KY

BARRY OWENS BARLOW

n/a

LOUISVILLE, KY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARLOW, BARRY, OWENS

MANAGING PARTNER

yes

04/2023

Mar 2, 2026

BARLOW, FRANK, O

INVESTMENT MANAGER

yes

04/2023

Mar 2, 2026

BOOK, CHRISTINE

CLIENT SERVICES EXECUTIVE

yes

04/2023

Mar 2, 2026

DOREN, KELSEY, MARIE

Partner

yes

04/2025

Mar 2, 2026

JONES, AMY, S

CHIEF COMPLIANCE OFFICER AND WEALTH PLANNER

yes

04/2023

Mar 2, 2026

MCINTOSH, CHRISTOPHER, C

PORTFOLIO MANAGER

yes

04/2023

Mar 2, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 2, 2026

$1.4B

$1.2B

n/a

2024

Feb 7, 2025

$1.2B

$1.1B

n/a

2023

Jan 16, 2024

$1.0B

$850M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.4B

$1.2B

11.2%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 25, 2023

Apr 28, 2023

LOUISVILLE, KY

Team lift out

Wirehouse to new firm

0.0%