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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BARNES WEALTH MANAGEMENT GROUP

BARNES WEALTH MANAGEMENT GROUP, INC., CRD 132189

BAKERSFIELD, CA

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:eea81d4c-0ce2-81c7-a40c-56dd108a508e

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 4
On other graphs: 0
Observed: Jan 6, 2020 to Mar 17, 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=0.64 fund_share=0.0 institutional_share=0.36 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $477MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $308M
Private client RAUM: $303MderivedItem 5.D individuals plus high net worth individuals
Private client share: 64%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $68.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,470
Individual clients: 709
High net worth clients: 124
Custody, client assets: $211M
SEC number: 801-118031
CRD: 132189
Filings on the tape: 10
First filed: Jan 6, 2020
Latest filed: Mar 17, 2026
Organised: Corporation, CA
Website: barneswealth.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
STEVEN ALLEN BARNES	Certified Financial Planner\|Chartered Financial Consultant	BAKERSFIELD, CA	24	27	1	yes
SCOTT C BARKS	n/a	BAKERSFIELD, CA	12	32	1	no
DANI MICHELLE O'DONNELL	n/a	BAKERSFIELD, CA	12	25	1	yes
RONALD JULIUS CHURCH	Chartered Financial Consultant	BAKERSFIELD, CA	10	39	3	yes
Adam Duhaime Mackall	n/a	BAKERSFIELD, CA	8	19	n/a	no
RODNEY SCOTT PALMER	n/a	BAKERSFIELD, CA	3	32	4	no
Trevor Daniel Hedge	n/a	BAKERSFIELD, CA	1	10	n/a	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
Barnes, Lori	TRUSTEE TO THE BARNES LIVING TRUST DATED 09/20/1995	E	yes	01/2023	Mar 23, 2023	Mar 26, 2024
BARNES, STEVEN, ALLEN	TRUSTEE TO THE BARNES LIVING TRUST DATED 09/20/1995	E	yes	01/2023	Jan 6, 2020	Mar 26, 2024
STEVEN A. BARNES AND LORI B. BARNES TRUSTEES OF THE BARNES LIVING TRUST DTD 9/20/1995	Owner	E	yes	01/2023	Mar 23, 2023	Mar 26, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$477M	$308M	12	7	0	n/a	n/a
2024	Mar 28, 2025	$412M	$256M	11	7	0	n/a	n/a
2023	Mar 26, 2024	$337M	$208M	10	7	1	n/a	n/a
2022	Mar 23, 2023	$282M	$175M	11	7	0	n/a	n/a
2021	Mar 31, 2022	$155M	$155M	10	7	0	n/a	n/a
2020	Apr 13, 2021	$149M	$149M	11	6	0	n/a	n/a
2019	Mar 10, 2020	$121M	$121M	11	6	0	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	$477M	$412M	15.9%	$282M	19.1%	12	11	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
LPL FINANCIAL LLC	2	Oct 29, 2015	Jan 22, 2014	BAKERSFIELD, CA	Team lift out	Other	0.0%

Relationships

Registered with (8)

← Trevor Daniel HedgeAdvisorregistration: current employment
Nov 5, 2024 to presentfactForm ADV
← RODNEY SCOTT PALMERAdvisorregistration: current employment
Oct 26, 2022 to presentfactForm ADV
← Adam Duhaime MackallAdvisorregistration: current employment
Jul 27, 2018 to presentfactForm ADV
← RONALD JULIUS CHURCHAdvisorregistration: current employment
Dec 15, 2015 to presentfactForm ADV
← SCOTT C BARKSAdvisorregistration: current employment
Jan 22, 2014 to presentfactForm ADV
← DANI MICHELLE O'DONNELLAdvisorregistration: current employment
Jan 22, 2014 to presentfactForm ADV
← STEVEN ALLEN BARNESAdvisorregistration: current employment
Oct 30, 2001 to presentfactForm ADV
← Dustin WeaverAdvisorregistration: previous registration
Sep 24, 2019 to Oct 28, 2022factForm ADV

Controls (3)

← BARNES, STEVEN, ALLENOwnerTRUSTEE TO THE BARNES LIVING TRUST DATED 09/20/1995, ownership code E, individual
Jan 6, 2020 to Mar 26, 2024factForm ADV
← Barnes, LoriOwnerTRUSTEE TO THE BARNES LIVING TRUST DATED 09/20/1995, ownership code E, individual
Mar 23, 2023 to Mar 26, 2024factForm ADV
← STEVEN A. BARNES AND LORI B. BARNES TRUSTEES OF THE BARNES LIVING TRUST DTD 9/20/1995OwnerOWNER, ownership code E, domestic entity
Mar 23, 2023 to Mar 26, 2024factForm ADV

Moved with (1)

← LPL FINANCIAL LLCRegistered adviser2 advisors, team lift out
Oct 29, 2015 to Jan 22, 2014factForm ADV

Dated events

Occurred
Mar 23, 2023
Regulatory AUM changed
Barnes Wealth Management Group reported RAUM $282.2M, up 82% from $154.9M (2022-03-31 to 2023-03-23)
Form ADVobserved 6 days ago
$127M
Occurred
Mar 23, 2023
Control person joined
Lori Barnes (Trustee To The Barnes Living Trust Dated 09/20/1995) appeared on Schedule A of Barnes Wealth Management Group
Form ADVobserved 6 days ago
Occurred
Oct 28, 2022
Advisor changed firm
Dustin Weaver left Barnes Wealth Management Group for Bolthouse Investment Management Services (registered 2022-11-03)
Form ADVobserved 6 days ago
Occurred
Jan 6, 2020
First Form ADV filing
Barnes Wealth Management Group filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eea81d4c-0ce2-81c7-a40c-56dd108a508e
First observed: Jan 6, 2020
Last observed: Mar 17, 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.

BARNES WEALTH MANAGEMENT GROUP

BARNES WEALTH MANAGEMENT GROUP, INC., CRD 132189

BAKERSFIELD, CA

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:eea81d4c-0ce2-81c7-a40c-56dd108a508e

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEVEN ALLEN BARNES

Certified Financial Planner|Chartered Financial Consultant

BAKERSFIELD, CA

yes

SCOTT C BARKS

n/a

BAKERSFIELD, CA

DANI MICHELLE O'DONNELL

n/a

BAKERSFIELD, CA

yes

RONALD JULIUS CHURCH

Chartered Financial Consultant

BAKERSFIELD, CA

yes

Adam Duhaime Mackall

n/a

BAKERSFIELD, CA

n/a

RODNEY SCOTT PALMER

n/a

BAKERSFIELD, CA

Trevor Daniel Hedge

n/a

BAKERSFIELD, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Barnes, Lori

TRUSTEE TO THE BARNES LIVING TRUST DATED 09/20/1995

yes

01/2023

Mar 23, 2023

Mar 26, 2024

BARNES, STEVEN, ALLEN

TRUSTEE TO THE BARNES LIVING TRUST DATED 09/20/1995

yes

01/2023

Jan 6, 2020

Mar 26, 2024

STEVEN A. BARNES AND LORI B. BARNES TRUSTEES OF THE BARNES LIVING TRUST DTD 9/20/1995

Owner

yes

01/2023

Mar 23, 2023

Mar 26, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$477M

$308M

n/a

2024

Mar 28, 2025

$412M

$256M

n/a

2023

Mar 26, 2024

$337M

$208M

n/a

2022

Mar 23, 2023

$282M

$175M

n/a

2021

Mar 31, 2022

$155M

n/a

2020

Apr 13, 2021

$149M

n/a

2019

Mar 10, 2020

$121M

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

$477M

$412M

15.9%

$282M

19.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Oct 29, 2015

Jan 22, 2014

BAKERSFIELD, CA

Team lift out

Other

0.0%