Bare Wealth Advisors

Bare Wealth Advisors (CRD# 328043) is a financial advisory firm headquartered in Gap, PA. They manage $222,221,156 in 898 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
835 Houston Run Drive, Suite 260, Gap, PA 17527
https://www.linkedin.com/barewealthadvisors
By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    898
    ACCOUNTS
  • Average Account Value
    $247,462
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, MD, NH, PA, VA

Financial Advisors at Bare Wealth Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Ronald Bare, financial advisor Gap PA
Ronald D. Bare
CRD#: 2765864
835 Houston Run Drive, Suite 260, Gap, PA 17527

Ronald Bare (CRD# 2765864) is an Investment Advisor Representative working at Bare Wealth Advisors in Gap, PA and has over 27 years of experience in the finance industry.

2
Curtis Burkholder, financial advisor Gap PA
Curtis M. Burkholder
CRD#: 4979988
835 Houston Run Drive, Suite 260, Gap, PA 17527

Curtis Burkholder (CRD# 4979988) is an Investment Advisor Representative working at Bare Wealth Advisors in Gap, PA and has over 10 years of experience in the finance industry.

3
Alexandre Costa, financial advisor Gap PA
Alexandre S. Costa
CRD#: 5563601
835 Houston Run Drive, Suite 260, Gap, PA 17527

Alexandre Costa (CRD# 5563601) is an Investment Advisor Representative working at Bare Wealth Advisors in Gap, PA and has over 15 years of experience in the finance industry.

4
Clair King, financial advisor Gap PA
Clair L. King
CRD#: 7059452
835 Houston Run Drive, Suite 260, Gap, PA 17527

Clair King (CRD# 7059452) is an Investment Advisor Representative working at Bare Wealth Advisors in Gap, PA and has over 5 years of experience in the finance industry.

5
Ryan Kurtz, financial advisor Gap PA
Ryan M. Kurtz
CRD#: 3087280
835 Houston Run Drive, Suite 260, Gap, PA 17527

Ryan Kurtz (CRD# 3087280) is an Investment Advisor Representative working at Bare Wealth Advisors in Gap, PA and has over 11 years of experience in the finance industry.

6
James Wahlberg, financial advisor Gap PA
James G. Wahlberg
CRD#: 5402989
835 Houston Run Drive, Suite 260, Gap, PA 17527

James Wahlberg (CRD# 5402989) is an Investment Advisor Representative working at Bare Wealth Advisors in Gap, PA and has over 5 years of experience in the finance industry.

7
Adam Black, financial advisor Gap PA
Adam D. Black
CRD#: 7276411
835 Houston Run Drive, Suite 260, Gap, PA 17527

Adam Black (CRD# 7276411) is an Investment Advisor Representative working at Bare Wealth Advisors in Gap, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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