BARON WEALTH MANAGEMENT, LLC

CRD 153117 · SEC 801-71168

Visit website

1441 W. LONG LAKE ROAD, SUITE 240, TROY, MI, 48098, United States

Phone

(248) 251-0161

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$846.8M

Discretionary AUM

$846.8M

Team

6 total employees; 3 advisory reps; 12 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsCONSULTATION SERVICES

Client types

Type	Clients	AUM
Individuals	40	$14.5M
High net worth individuals	104	$822.2M
Corporations/business entities	1	$10.1M

States served

MI, OH, TX, FL

All web addresses on file

HTTPS://X.COM/BARONWEALTH
HTTPS://WWW.LINKEDIN.COM/COMPANY/BARON-WEALTH-MANAGEMENT
HTTP://WWW.BARON-WEALTH.COM

Official SEC filing: View on IAPD