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Baker Tilly Advisory Group Intermediate, LP

Limited PartnerBaker Tilly Wealth Management, LLC

About Baker Tilly Advisory Group Intermediate, LP

Baker Tilly Advisory Group Intermediate, LP is listed as Limited Partner at Baker Tilly Wealth Management, LLC in Madison, WI. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Baker Tilly Wealth Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Baker Tilly Advisory Group Intermediate, LP work?

Baker Tilly Advisory Group Intermediate, LP is listed as Limited Partner at Baker Tilly Wealth Management, LLC on SEC Form ADV.

How much of Baker Tilly Wealth Management, LLC does Baker Tilly Advisory Group Intermediate, LP own?

Form ADV reports a beneficial ownership band of Over 75%.

Baker Tilly Wealth Management, LLC

TitleLimited Partner
OwnershipOver 75%
Control personYes
Since2024
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