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BAKER TILLY WEALTH MANAGEMENT, LLC
CRD 167811 · SEC 801-119352
4807 INNOVATE LANE, MADISON, WI, 53718, United States
Phone
833-761-0673
Fax
608-249-8532
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.60B
Discretionary AUM
$2.20B
Team
32 total employees; 21 advisory reps; 15 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsINVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 251 | $208.2M |
| High net worth individuals | 158 | $665.0M |
| Pension/profit sharing plans | 79 | $381.7M |
| State/municipal entities | 111 | $3.34B |
| Corporations/business entities | 2 | $2.9M |
States served
AZ, CA, CO, GA, IL, IN, LA, ME, MD, MA, MI, MN, MT, NJ, NY, NC, OH, PA, TN, UT, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD