Adam Sweigart
Investment adviser representative at Bare Wealth Advisors
11 yearsExperience
1 stateRegistered in
$662.3MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Bare Wealth AdvisorsJun 2026 to now
- Bare Wealth AdvisorsMay 2025 to Aug 2025
- Liberty University (student)Aug 2023 to May 2026
- Belmont LandscapesMay 2023 to Aug 2024
- Felman Landscape and LawncareMay 2020 to Aug 2022
- Lancaster Mennonite High School/ Octorara (student)Aug 2015 to Jun 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Bare Wealth Advisors
Legal name: Bare Financial Services Inc.
$662.3MAssets managed
841Clients
10Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8298777
- Firm CRD
- 328043