Baker Tilly Wealth Management, LLC
Firm details
- Headquarters
- Madison, Wisconsin
- CRD number
- 167811
- Registered since
- August 25, 2020
- Website
- www.bakertilly.com
- Custodians
- THE HUNTINGTON INVESTMENT COMPANY, UMB FINANCIAL SERVICES, INC., CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON, U.S. BANCORP INVESTMENTS, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- State / Municipal Government63.45%
- HNWI19.2%
- Pension & Profit Sharing Plans10.81%
- Individuals6.24%
- Corporations / Businesses0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Baker Tilly Wealth Management, LLC is an SEC-registered advisory firm that acts as a capital allocator for both individual/family and institutional clients. The firm offers a mix of financial planning, portfolio management for individuals and institutions, pension consulting services, selection of other advisers, and educational workshops. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Baker Tilly Wealth Management is not positioned as an active ESG investor and also maintains affiliations across the financial ecosystem, including broker-dealer relationships, municipal advising, accounting, insurance, and sponsorship or general-partner roles in pooled investment vehicles. The firm received recognition from Forbes (America’s Top RIA Firms, 2023) and from Citywire (50 Growers Across America, 2024).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds43%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds17%
- Other12%
- Exchange Traded Equities4%
Owners & executives
2 of 2
Barbara Olson
Chief Compliance OfficerCRD 6715742

Charles Droege
COOCRD 7276279
Contacts
3 of 28George Bawcum
Portfolio ManagerCRD 5818542
Charles Goodmiller
Managing PartnerCRD 4393630

Jeffrey Messer
DirectorCRD 3271470
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$301M in ETFs
52%
$156M
45%
$145M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $39.5M | 57,473 | 13.10% |
Location
Madison, WI
Dane
Location
Madison, WI
Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 4807 Innovate Ln
- Time zone
- CT (UTC-6)
- Office locations
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