Barry Ross Walsh

Employer firm

Cwa Asset Management Group CRD 158940

$4.51B regulatory AUM 1,975 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 05/2018
  Ymca
  Naples, FL
• 06/2018 → 07/2019
  Boys And Girls Club
  Naples, FL
• 08/2018 → 03/2020
  Duffys Sports Bar And Grill
  Estero, FL
• 06/2020 → 11/2020
  New Albany Country Club
  New Albany, OH
• 12/2020 → 03/2021
  Labcorp
  Dublin, OH
• 01/2022 → 10/2022
  Aad Dermatology
  Naples, FL
• 10/2022 → 12/2022
  Hobdaru Family Medicine
  Naples, FL
• 01/2023 → 04/2023
  Five Star Valet
  Naples, FL
• 05/2023 → 03/2026
  Vive Health
  Naples, FL
• 03/2026 → Present
  Cwa Asset Management Group, Llc
  Naples, FL
• 03/2021 → 01/2022
  Salem University
  Naples, FL
• 03/2020 → 05/2020
  N/A
  Naples, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-22