Barker Wealth Management

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

2005 SE 192nd Ave Ste 200, Camas, Washin...

Phone Number

(503) 616-8680

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Barker Wealth Management

Barker Wealth Management, LLC is a fee-only registered investment adviser firm based in Oregon and Washington, specializing in comprehensive financial planning, investment management, retirement planning, and estate planning. The firm aims to assist clients in making informed financial decisions through a detailed planning process and regular reviews. Their services are tailored for individuals and families seeking to optimize their financial strategies in a cost-effective and tax-efficient manner. Barker Wealth Management partners with industry leaders and other professional advisors to help clients achieve their financial goals.Explore more
Barker Wealth Management's Social MediaPopular SearchesBarker Wealth Management LLCBarker Wealth Management IncBarker Insurance Services IncBarker Wealth ManagementBarker InsuranceSIC Code 62,628NAICS Code 52,523Show more

Barker Wealth Management Org Chart

PhoneEmail
PB
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Managing Director

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CP
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Financial Planner & Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Barker Wealth Management

$5.3M
1-10
Private
-
2004
PB
Peggy BarkerManaging Director
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
1973
RM
Rikki MasonResponsible Manager and Head of Advice
<$5M
1-10
Private
-
2018
SR
Samantha RuizOffice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
IG
Israel GuitianFounder & President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Barker Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Barker Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Barker Wealth Management.

Barker Wealth Management Tech Stack

A closer look at the technologies used by Barker Wealth Management

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Frequently Asked Questions Regarding Barker Wealth Management

What is Barker Wealth Management's official website?
Barker Wealth Management's official website is www.barkerwealthmanagement.com
What is Barker Wealth Management's Revenue?
Barker Wealth Management's revenue is $5.3 Million
What is Barker Wealth Management's SIC code?
Barker Wealth Management's SIC: 62,628
What is Barker Wealth Management's NAICS code?
Barker Wealth Management's NAICS: 52,523
How many employees does Barker Wealth Management have?
Barker Wealth Management has 1-10 employees
What industry does Barker Wealth Management belong to?
Barker Wealth Management is in the industry of: Finance, Securities Trading
What is Barker Wealth Management competition?
Barker Wealth Management top competitors include: Guitian Wealth, Jeff Fouts, Dean Wealth Partners, Apex Financial Planning
What technology does Barker Wealth Management use?
Some of the popular technologies that Barker Wealth Management uses are: Drupal, MailChimp, Google Tag Manager, GoDaddy DNS
How do I contact Barker Wealth Management?
Barker Wealth Management contact info: Phone number: (503) 616-8680 Website: www.barkerwealthmanagement.com
What does Barker Wealth Management do?

Barker Wealth Management, LLC is a fee-only registered investment adviser firm based in Oregon and Washington, specializing in comprehensive financial planning, investment management, retirement planning, and estate planning. The firm aims to assist clients in making informed financial decisions through a detailed planning process and regular revie... ws. Their services are tailored for individuals and families seeking to optimize their financial strategies in a cost-effective and tax-efficient manner. Barker Wealth Management partners with industry leaders and other professional advisors to help clients achieve their financial goals.Read More

What are Barker Wealth Management social media links?
Barker Wealth Management Linkedin page Barker Wealth Management Facebook page
Is Barker Wealth Management a public company?
Barker Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Barker Wealth Management

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