Baker Tilly Wealth Management, LLC
Baker Tilly Wealth Management, LLC (CRD# 167811) is a financial advisory firm headquartered in Madison, WI. They manage $4,800,233,228 in 3,569 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management4,800MILLION
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Total Number of Accounts3,569ACCOUNTS
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Average Account Value$1,344,980
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, NH, NJ, NY, OH, PA, TX, UT, VA, WI
Alec Abbott (CRD# 1414999) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Madison, WI and has over 33 years of experience in the finance industry.
Kelly Baumbach (CRD# 3277458) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Madison, WI and has over 24 years of experience in the finance industry.
George Bawcum (CRD# 5818542) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Indianapolis, IN and has over 6 years of experience in the finance industry.
Scott Burack (CRD# 4100569) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.
Christopher Cox (CRD# 5267373) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Mountain View, CA and has over 17 years of experience in the finance industry.
Michael Geraty (CRD# 1473160) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Indianapolis, IN and has over 37 years of experience in the finance industry.
Deborah Harrington (CRD# 1254751) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Irvine, CA and has over 25 years of experience in the finance industry.
Zachary Jaro (CRD# 6345662) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Milwaukee, WI and has over 9 years of experience in the finance industry.
Jeffrey Messer (CRD# 3271470) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Indianapolis, IN and has over 6 years of experience in the finance industry.
Stephen Milner (CRD# 3266515) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Irvine, CA and has over 24 years of experience in the finance industry.