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Baker Tilly Wealth Management, LLC

● SEC registered since 2020CRD 167811SEC# 801-119352Madison, WI
Export (members)
Reg. AUM
$4.6B
Employees
32
Accounts
2,165
Location
Madison, WI

Baker Tilly Wealth Management, LLC assets under management

Baker Tilly Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Madison, WI. The firm has been registered since 2020. It reports $4.6 billion in regulatory assets under management and employs 32 people.
www.bakertilly.comView on SEC.gov ↗

Baker Tilly Wealth Management, LLC owners & executives

13 reported
NameTitleOwnershipSince
Baker Tilly Advisory Group, LP ControlManaging MemberOver 75%2024
Barbara R Olson ControlChief Compliance OfficerUnder 5%2017
Charles Droege ControlChief Financial OfficerUnder 5%2020
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Frequently asked questions

How much does Baker Tilly Wealth Management, LLC manage?

Baker Tilly Wealth Management, LLC reports $4.6 billion in regulatory assets under management on its Form ADV.

How many employees does Baker Tilly Wealth Management, LLC have?

Baker Tilly Wealth Management, LLC reports 32 employees.

Where is Baker Tilly Wealth Management, LLC located?

Baker Tilly Wealth Management, LLC is based in Madison, WI and has been SEC-registered since 2020.

Does Baker Tilly Wealth Management, LLC disclose fund performance?

Baker Tilly Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4807 Innovate Lane, Madison, WI 53718
Phone833-761-0673
Fax608-249-8532
Office hours8 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.2B
Non-discretionary$2.4B
Total (RAUM)$4.6B