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| Happy Holidays!! thanks for using AUM13F!! |
| Baker Tilly Wealth Management LLC
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| CRD # | 167811 |
| SEC # | 801-119352 |
| CIK # | 0001840565 |
| AUM | $4.6 B (2025-07-25) |
| Employees | 28 (54% Investors, 14% Brokers) |
| Phone | 833-761-0673 |
| Address | 4807 Innovate Lane Madison, WI 53718 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001840565 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.9 | ||
| Microsoft Corp | 9.2 | ||
| Facebook Inc | 5.9 | ||
| SPDR Gold Trust | 5.9 | ||
| Amazon Com Inc | 5.8 | ||
| World Currency Gold Trust | 5.2 | ||
| Apple Inc | 5.0 | ||
| Alphabet Inc | 4.3 | ||
| Netflix Inc | 4.3 | ||
| Oracle Corp | 4.2 | ||
| VISA Inc | 4.1 | ||
| Tesla Motors Inc | 3.6 | ||
| Palantir Technologies Inc | 3.0 | ||
| J P Morgan Chase & Co | 2.8 | ||
| Boeing Co | 2.5 | ||
| Broadcom Inc | 2.1 | ||
| Walt Disney Co | 2.0 | ||
| Alphabet Inc | 1.8 | ||
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| AUM Breakdown | Accounts | AUM ($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 - 2025 |
|---|---|---|
| 13F-HR | [0001840565] |
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|---|---|---|
|
Creativeone Wealth LLC
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KS | 4.8 |
|
Stacey Braun Associates Inc
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NY | 4.8 |
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Alesco Advisors LLC
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NY | 4.8 |
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Integrated Advisors Network LLC
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TX | 4.6 |
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Linscomb Wealth Inc
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TX | 4.6 |
|
Stonex Advisors Inc
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AL | 4.5 |
|
Osaic FS Inc
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IN | 4.5 |
|
Veratis Advisors Inc
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|
NC | 4.5 |
|
FiduciaryVest LLC
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|
GA | 4.4 |
|
Stifel Independent Advisors LLC
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|
MO | 4.4 |