Baker Tilly Wealth Management, LLC

Baker Tilly Wealth Management, LLC (CRD# 167811) is a financial advisory firm headquartered in Madison, WI. They manage $3,911,868,384 in 2,981 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,912
    MILLION
  • Total Number of Accounts
    2,981
    ACCOUNTS
  • Average Account Value
    $1,312,267
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, IN, LA, MA, MI, MN, NH, NY, OH, PA, TX, VA, WI

Financial Advisors at Baker Tilly Wealth Management, LLC
Showing 1 - 10 of 33 top financial advisors.
1
Alec B. Abbott
CRD#: 1414999
18500 Von Karmen Ave; 10th Floor, 10th Floor, Irvine, CA 92612

Alec Abbott (CRD# 1414999) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Irvine, CA and has over 31 years of experience in the finance industry.

2
John Adams
CRD#: 5866500
2500 Dallas Parkway, Suite 3000, Plano, TX 75093

John Adams (CRD# 5866500) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Plano, TX and has over 11 years of experience in the finance industry.

3
Faiez Ahmed
CRD#: 6514844
One Penn Plaza, Suite 3000, New York, NY 10119

Faiez Ahmed (CRD# 6514844) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in New York, NY and has over 3 years of experience in the finance industry.

4
Kelly L. Baumbach
CRD#: 3277458
4807 Innovate Lane, Madison, WI 53718

Kelly Baumbach (CRD# 3277458) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Madison, WI and has over 23 years of experience in the finance industry. Kelly Baumbach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
George L. Bawcum
CRD#: 5818542
8365 Keystone Crossing, Ste 300, Indianapolis, IN 46240

George Bawcum (CRD# 5818542) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Indianapolis, IN and has over 5 years of experience in the finance industry.

6
Maryanna E. Braun
CRD#: 6348142
11750 Katy Freeway, Ste 1100, Houston, TX 77079

Maryanna Braun (CRD# 6348142) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Houston, TX and has 1 year of experience in the finance industry. Maryanna Braun has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Scott C. Burack
CRD#: 4100569
4100 Newport Beach Drive, Suite 600, Newport Beach, CA 92660

Scott Burack (CRD# 4100569) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Newport Beach, CA and has over 22 years of experience in the finance industry. Scott Burack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Christopher S. Cox
CRD#: 5267373
2570 W. El Camino Real, Suite 640, Mountain View, CA 94040

Christopher Cox (CRD# 5267373) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Mountain View, CA and has over 15 years of experience in the finance industry.

9
Michael A. Dellisant
CRD#: 2508165
3655 Nobel Drive, Suite 300, San Diego, CA 92122

Michael Dellisant (CRD# 2508165) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in San Diego, CA and has over 28 years of experience in the finance industry. Michael Dellisant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Edwin C. Drake
CRD#: 2127723
11750 Katy Freeway, Suite 1100, Houston, TX 77079

Edwin Drake (CRD# 2127723) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Houston, TX and has over 31 years of experience in the finance industry. Edwin Drake has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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