Annual Disclosure Documents

Listed below please find the required regulatory documents for Bare Wealth Advisors as a firm as well as each of our wealth advisors. Please feel free to reach out to us with any questions.

• Combined Form CRS with Exhibit
• Form ADV Part 2A Firm Brochure
• Form ADV Part 2B Brochure Supplement – Adam Black
• Form ADV Part 2B Brochure Supplement – Alex Costa
• Form ADV Part 2B Supplement – Clair King
• Form ADV Part 2B Supplement – Curtis Burkholder

• Form ADV Part 2B Supplement – James Wahlberg
• Form ADV Part 2B Supplement – Ronald Bare
• Form ADV Part 2B Supplement – Ryan Kurtz
• Privacy Notice
• Eversource Form CRS
• Eversource Wealth Advisors Form ADV Part 2A Firm Brochure