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Building 2BAKER TILLY WEALTH MANAGEMENT, LLC

Map pinMADISON, WI
Phone833-761-0673
NotebookSEC #801-119352
Total AUM
$4.6B
Employees
32
Clients
601

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4807 INNOVATE LANE
MADISON
WI 53718
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
833-761-0673
Other Offices
8

ReceiptFinancials

Total AUM
$4.6B
Accounts
2,165
Discretionary
$2.2B
Accounts
2,069
Non-Discretionary
$2.4B
Accounts
96

ContactClients

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Individual Clients
251
AUM
$208.2M
HNW Individual Clients
158
AUM
$665M
Pension/Profit Sharing Plan Clients
79
AUM
$381.7M
Government Entity Clients
111
AUM
$3.3B
Corporation or Business Clients
2
AUM
$2.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILINLAMAMDMEMIMNMTNCNHNJNYOHPATNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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