Baron Wealth Management, LLC

Baron Wealth Management, LLC (CRD# 153117) is a financial advisory firm headquartered in Troy, MI. They manage $626,541,399 in 617 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3150 Livernois Road, Suite 250, Troy, MI 48083
https://www.linkedin.com/company/baron-wealth-management
By the Numbers
  • Total Assets Under Management
    627
    MILLION
  • Total Number of Accounts
    617
    ACCOUNTS
  • Average Account Value
    $1,015,464
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI, TX

Financial Advisors at Baron Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Beth Zilka, financial advisor Troy MI
Beth A. Zilka
CRD#: 4382704
3150 Livernois Road, Suite 250, Troy, MI 48083

Beth Zilka (CRD# 4382704) is an Investment Advisor Representative working at Baron Wealth Management, LLC in Troy, MI and has over 21 years of experience in the finance industry.

2
Julia Wachler, financial advisor Troy MI
Julia B. Wachler
CRD#: 7695812
3150 Livernois Road, Suite 250, Troy, MI 48083

Julia Wachler (CRD# 7695812) is an Investment Advisor Representative working at Baron Wealth Management, LLC in Troy, MI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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