Baron Wealth Management, LLC

RIASEC Registered

Total AUM

$847M

Discretionary

$847M

100% of AUM

Avg account

$1.2M

Accounts

736

Employees

Advisory reps

Firm details

Headquarters: Troy, Michigan
CRD number: 153117
Registered since: March 3, 2010
Website: baron-wealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI97.1%
Individuals1.71%
Corporations / Businesses1.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Baron Wealth Management, LLC operates as an independent, SEC-registered registered investment adviser (registration date: 2010). The firm describes itself as a capital allocator serving both individual & family and institutional clients. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. Core advisory activities include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, selection of other advisers, and educational seminars or workshops. The firm is not identified as an active ESG investor.