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Rw Baker Wealth Management Group LLC

● SEC registered since 2021CRD 297087SEC# 801-121877Cheyenne, WY
Export (members)
Reg. AUM
$121M
Employees
2
Accounts
356
Location
Cheyenne, WY

Rw Baker Wealth Management Group LLC assets under management

Rw Baker Wealth Management Group LLC is a registered investment adviser overseen by the SEC based in Cheyenne, WY. The firm has been registered since 2021. It reports $121 million in regulatory assets under management and employs 2 people.

Rw Baker Wealth Management Group LLC owners & executives

1 reported
NameTitleOwnershipSince
Rosalyn Wallach Baker ControlCco, MemberOver 75%2018

Frequently asked questions

How much does Rw Baker Wealth Management Group LLC manage?

Rw Baker Wealth Management Group LLC reports $121 million in regulatory assets under management on its Form ADV.

How many employees does Rw Baker Wealth Management Group LLC have?

Rw Baker Wealth Management Group LLC reports 2 employees.

Where is Rw Baker Wealth Management Group LLC located?

Rw Baker Wealth Management Group LLC is based in Cheyenne, WY and has been SEC-registered since 2021.

Does Rw Baker Wealth Management Group LLC disclose fund performance?

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

Contact & registration

Address100 W. 17th Street, Cheyenne, WY 82001
Phone307-514-4445
Fax307-514-5544
Office hours7:30a.m. To 4p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$121M
Total (RAUM)$121M