Barrister

Overview

Barrister is a state registered investment adviser based in Fort Washington, PA, registered since 2010. It reports $97.1M in assets under management across 296 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$97.1M

Discretionary

100%

Accounts

296

Average account

$328K

Employees

1

Advisory reps

1

Registered since

2010

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Charles Claude Weeks Jr Managing Member CRD 4456697
• Jordan Jeffrey Green Chief Compliance Officer CRD 7118242

Advisory reps 1 of 1

• Charles C Weeks Jr. Insurance Agent · Investment Adviser Rep CRD 4456697

Location

Headquarters

501 Office Center Dr Ste 125
Fort Washington, PA 19034

County

Montgomery

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• State registered
• Registered in 4 jurisdictions
• Website: barristerwealthmanagement.com

Every state, with registration dates

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