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| Baker Tilly Wealth Management LLC
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|---|---|
| CRD # | 167811 |
| SEC # | 801-119352 |
| CIK # | 0001840565 |
| AUM | 4,601.2 M (2026-01-15) |
| Employees | 32 (66% Investors, 12% Brokers) |
| Phone | 833-761-0673 |
| Address | 4807 Innovate Lane Madison, WI 53718 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 14.4 | ||
| Palantir Technologies Inc | 11.8 | ||
| Apple Inc | 8.8 | ||
| Alphabet Inc | 8.7 | ||
| Microsoft Corp | 7.9 | ||
| World Currency Gold Trust | 7.5 | ||
| Amazon Com Inc | 6.5 | ||
| Tesla Motors Inc | 5.0 | ||
| Facebook Inc | 4.6 | ||
| SPDR Gold Trust | 3.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 251 | 0.2 |
| (b) Individuals (high net worth individuals) | 158 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 79 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 111 | 3.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,165 | 4.6 |
| By Discretionary | ||
| Discretionary | 2,069 | 2.2 |
| Non-Discretionary | 96 | 2.4 |
| Total | 2,165 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 2,165 | 4.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001840565] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 15 |
| Serves | Institutional, Retail, Research |
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