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
Melissa Peterson (CRD# 6248230) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Madison, WI and has 1 year of experience in the finance industry.
Mark Rochford (CRD# 2209891) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Indianapolis, IN and has over 32 years of experience in the finance industry.
Timothy Sutton (CRD# 2881011) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Indianapolis, IN and has over 26 years of experience in the finance industry.
William Grady (CRD# 5143856) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Milwaukee, WI and has 1 year of experience in the finance industry.
Evan Heath (CRD# 6086597) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Madison, WI and has over 11 years of experience in the finance industry.
Steven Scharff (CRD# 6274937) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Minneapolis, MN and has over 4 years of experience in the finance industry.
Brittany Sigh (CRD# 7169298) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Houston, TX and has over 2 years of experience in the finance industry.