Blue Barn Wealth

Finance · Utah, United States · 1-10 Employees

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Overview

Headquarters

352 W Center St, Orem, Utah, 84057, Unit...

Phone Number

(801) 466-4101

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Blue Barn Wealth

Blue Barn Wealth offers expert financial planning services designed to simplify finances and help clients achieve their financial goals. Their services include investment management, tax planning, retirement planning, estate planning, and more, all tailored to individual needs. The company operates as fee-only fiduciaries, ensuring that clients' interests are prioritized without conflicts of interest. With a team of experienced professionals, Blue Barn Wealth aims to provide quality wealth management at reasonable prices for clients at various investment levels.Explore more
Blue Barn Wealth's Social MediaPopular SearchesBlue Barn Wealth LLCBlue Barn WealthFinancial Planning Office LLCFinancial PlanningBlue Barn Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Blue Barn Wealth Org Chart

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AS
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Blue Barn Wealth

<$5M
1-10
Private
-
2016
AS
Angela StrehlowClient Service Manager
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
-
SF
Scott FloersheimOwner and Advisor
<$5M
1-10
Private
-
2005
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Blue Barn Wealth Tech Stack

A closer look at the technologies used by Blue Barn Wealth

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Frequently Asked Questions Regarding Blue Barn Wealth

What is Blue Barn Wealth's official website?
Blue Barn Wealth's official website is www.bluebarnwealth.com
What is Blue Barn Wealth's Revenue?
Blue Barn Wealth's revenue is <$5 Million
What is Blue Barn Wealth's SIC code?
Blue Barn Wealth's SIC: 62,628
What is Blue Barn Wealth's NAICS code?
Blue Barn Wealth's NAICS: 52,523
How many employees does Blue Barn Wealth have?
Blue Barn Wealth has 1-10 employees
What industry does Blue Barn Wealth belong to?
Blue Barn Wealth is in the industry of: Finance, Securities Trading
What is Blue Barn Wealth competition?
Blue Barn Wealth top competitors include: Stockade Wealth Management, Meridian Wealth Advisors, Goodrich and Associates, Benold Financial Planning
What technology does Blue Barn Wealth use?
Some of the popular technologies that Blue Barn Wealth uses are: Microsoft 365, BlueHost, Microsoft Exchange Online
How do I contact Blue Barn Wealth?
Blue Barn Wealth contact info: Phone number: (801) 466-4101 Website: www.bluebarnwealth.com
What does Blue Barn Wealth do?

Blue Barn Wealth offers expert financial planning services designed to simplify finances and help clients achieve their financial goals. Their services include investment management, tax planning, retirement planning, estate planning, and more, all tailored to individual needs. The company operates as fee-only fiduciaries, ensuring that clients' in... terests are prioritized without conflicts of interest. With a team of experienced professionals, Blue Barn Wealth aims to provide quality wealth management at reasonable prices for clients at various investment levels.Read More

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

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