BARON WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2010

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 is an independent registered investment adviser formed in 2010 and organized as a limited liability company. The firm acts as a capital allocator and serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, selection of third‑party advisers and educational seminars. Fee arrangements are flexible and include a percentage of assets under management, hourly billing and fixed fees. Investment activity shows a tilt toward public funds and mutual funds as the primary vehicle, while the firm also allocates to alternative strategies. Baron Wealth Management is not an active ESG investor and is not reported as a multi‑state or pension consultant adviser. The firm’s service model supports multi‑account households — a relatively small client base by count but with high average client balances.