Barnes Dennig Private Wealth Management, Llc
- Regulatory AUM
- $188M
- Discretionary
- $183M
- Clients
- 198
- Avg AUM / client
- $951K
- Accounts
- 419
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 185 | $120M | 63.7% |
| High net worth individuals | 6 | $63.7M | 33.9% |
| Corporations and other businesses | 7 | $4.6M | 2.46% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rammes, Jason, P | Elected Manager | Jan 2019 (8y) | GP / trustee / elected manager of Barnes, Dennig & Co., Ltd. (indirect) | |
| Andrew Joseph Bertke | Director, Senior Wealth Manager | Personal Financial Specialist | Mar 2019 (7y) | Less than 5% |
| Ford, Robert | Elected Manager | Mar 2021 (5y) | GP / trustee / elected manager of Barnes, Dennig & Co., Ltd. (indirect) | |
| George Sidney Sparks | Managing Director, Senior Wealth Manager | Personal Financial Specialist | Mar 2021 (5y) | Less than 5% |
| Conover, Joseph | Elected Manager | Mar 2024 (2y) | GP / trustee / elected manager of Barnes, Dennig & Co., Ltd. (indirect) | |
| Ross, Lauramarie, Elizabeth | Chief Compliance Officer | May 2024 (2y) | Less than 5% | |
| Ryan Allen Lauer | Registered representative | Personal Financial Specialist | Feb 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Barnes, Dennig & Co., Ltd. | Member | Jan 2014 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $188M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗