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BARRISTER
BARRISTER WEALTH MANAGEMENT, LLC
CRD 153598
501 OFFICE CENTER DRIVE, SUITE 125, FORT WASHINGTON, PA, 19034, United States
Phone
(800)465-8140
Fax
(888) 569-5822
Registration
— (—)
Source
State registered
Total AUM
$97.1M
Discretionary AUM
$97.1M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $24.9M |
| High net worth individuals | 19 | $62.8M |
All web addresses on file
Official SEC filing: View on IAPD