Baron Wealth Management, LLC
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
FINTRXOverview
Baron Wealth Management, LLC is an independent registered investment adviser organized as an LLC and operating since 2010. The firm serves high-net-worth individuals, families and institutional clients and describes itself as a capital allocator that both manages portfolios and sources external managers. Core services include financial planning, portfolio management for individuals and small businesses as well as for institutions, selection of outside advisers, and educational workshops. Fees are charged via a mix of AUM-based percentages, hourly billing and fixed fees. Baron Wealth Management does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds60%
- Exchange Traded Equities19%
- State & Local Bonds12%
- Cash & Cash Equivalents5%
- Private Funds3%
Owners & executives
1 of 1
Julia Wachler
Tax CoordinatorCRD 7695812
Contacts
3 of 4
Avery Ragatzki
Investment Advisor RepresentativeCRD 7284415
Beth Zilka
PrincipalCRD 4382704
Joseph Lasslett
Manager at Plante MoranCRD 5939208
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$215M in ETFs
80%
$172M
2%
$42.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) | BlackRock | Passive | Large Blend | $61.8M | 281,840 | 28.79% |
Location
Troy, MI
Oakland
Location
Troy, MI
Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 1441 W Long Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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