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H&f Waterloo Holdings, Inc.

Limited PartnerBaker Tilly Wealth Management, LLC

About H&f Waterloo Holdings, Inc.

H&f Waterloo Holdings, Inc. 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 H&f Waterloo Holdings, Inc. work?

H&f Waterloo Holdings, Inc. is listed as Limited Partner at Baker Tilly Wealth Management, LLC on SEC Form ADV.

How much of Baker Tilly Wealth Management, LLC does H&f Waterloo Holdings, Inc. own?

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

Baker Tilly Wealth Management, LLC

TitleLimited Partner
OwnershipOver 75%
Control personYes
Since2024