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| Baron Wealth Management LLC
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|
|---|---|
| CRD # | 153117 |
| SEC # | 801-71168 |
| CIK # | 0001968507 |
| AUM | $498.8 MM (2023-03-22) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 248-251-0161 |
| Address | 3150 Livernois Road Troy, MI 48083 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| RIVN | 24,308.8 | 9.5 | |
| AAPL | 2,382,844.0 | 5.7 | |
| SNA | 10,734.1 | 5.1 | |
| MSFT | 1,918,222.4 | 2.6 | |
| F | 47,473.4 | 1.8 | |
| JNJ | 465,600.2 | 1.7 | |
| FIVE | 6,628.3 | 1.6 | |
| GM | 49,565.6 | 1.6 | |
| AMZN | 1,092,997.8 | 1.2 | |
| CVX | 294,604.1 | 1.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 7.3 |
| (b) Individuals (high net worth individuals) | 84 | 478.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 1 | 12.7 |
| (n) Other | 0 | 0.0 |
| Total | 541 | 498.8 |
| By Discretionary | ||
| Discretionary | 532 | 489.8 |
| Non-Discretionary | 9 | 9.0 |
| Total | 541 | 498.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 498.8 | |
| Total | 541 | 498.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001968507] |
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|---|---|---|
|
Oak Harbor Wealth Partners LLC
✚
|
NC | 0.5 |
|
Waller Financial Planning Group Inc
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OH | 0.5 |
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Five Oceans Advisors LLC
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CA | 0.5 |
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Beam Wealth Advisors Inc
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LA | 0.5 |
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The Rice Partnership LLC
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HI | 0.5 |
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Bellatore Financial Inc
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CA | 0.5 |
|
Pax Financial Group LLC
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|
TX | 0.5 |
|
Bard Financial Services Inc
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|
CT | 0.5 |
|
Emerald Advisors LLC
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|
WA | 0.5 |
|
Princeton Global Asset Management LLC
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|
NJ | 0.5 |