Baobab Wealth Management

Overview

Baobab Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its fee model is a mix of percentage-of-AUM billing alongside hourly and fixed-fee engagements, allowing for both ongoing managed relationships and project-based planning work. Investment implementation is centered on pooled public investment vehicles rather than direct security selection. The adviser is not positioned as a capital allocator but does place client capital with third-party managers when accessing alternative strategies. Baobab is not an active ESG investor and identifies its core advisory activities as financial planning and portfolio management, delivered primarily on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices