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Baron Wealth Management, LLC

● SEC registered since 2010CRD 153117SEC# 801-71168Troy, MI
Export (members)
Reg. AUM
$626.5M
Employees
6
Accounts
617
Location
Troy, MI

Baron Wealth Management, LLC assets under management

Baron Wealth Management, LLC is an investment advisory firm registered with the SEC based in Troy, MI. The firm has been registered since 2010. It reports $626.5 million in regulatory assets under management and employs 6 people.
x.com/baronwealthView on SEC.gov ↗

Baron Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Beth a. Zilka Revocable Living Trust Dated 11-22-2007 ControlTrust, Owner Of All Voting SharesOver 75%2024
Beth Anne ZilkaTrustee Of The Beth A. Zilka Revocable Living Trust Dated 11-22-2007, Chief Compliance OfficerUnder 5%2010

Frequently asked questions

How much does Baron Wealth Management, LLC manage?

Baron Wealth Management, LLC reports $626.5 million in regulatory assets under management on its Form ADV.

How many employees does Baron Wealth Management, LLC have?

Baron Wealth Management, LLC reports 6 employees.

Where is Baron Wealth Management, LLC located?

Baron Wealth Management, LLC is based in Troy, MI and has been SEC-registered since 2010.

Does Baron Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address3150 Livernois Road, Suite 250, Troy, MI 48083
Phone(248) 251-0161
Office hours9:00 - 5:00 Et
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$626.5M
Non-discretionary$0
Total (RAUM)$626.5M