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| Baron Wealth Management LLC
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| CRD # | 153117 |
| SEC # | 801-71168 |
| CIK # | 0001968507 |
| AUM | 846.8 M (2026-03-20) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 248-251-0161 |
| Address | 1441 W Long Lake Road Troy, MI 48098 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001968507 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.0 | ||
| Snap-On Inc | 9.8 | ||
| Rivian Automotive Inc / de | 5.4 | ||
| Nvidia Corp | 4.7 | ||
| Microsoft Corp | 3.9 | ||
| Alphabet Inc | 3.8 | ||
| Amazon Com Inc | 3.7 | ||
| Alphabet Inc | 3.1 | ||
| Johnson & Johnson | 2.9 | ||
| Broadcom Inc | 2.4 | ||
| J P Morgan Chase & Co | 2.1 | ||
| BorgWarner Inc | 1.8 | ||
| Micron Technology Inc | 1.8 | ||
| Five Below Inc | 1.7 | ||
| Parker Hannifin Corp | 1.7 | ||
| Analog Devices Inc | 1.7 | ||
| Caterpillar Inc | 1.6 | ||
| Visa Inc | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 14.5 |
| (b) Individuals (high net worth individuals) | 104 | 822.2 |
| (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 | 10.1 |
| (n) Other | 0 | 0.0 |
| Total | 736 | 846.8 |
| By Discretionary | ||
| Discretionary | 736 | 846.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 736 | 846.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 846.8 | |
| Total | 736 | 846.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001968507] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 12 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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IL | 863.9 M |
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CO | 862.4 M |
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McMill Wealth Inc
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NE | 862.3 M |
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Probity Advisors Inc
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TX | 859.4 M |
|
Rossby Financial LLC
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Leelyn Smith LLC
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IL | 852.3 M |
|
Prime Quadrant US LLC
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849.3 M | |
|
Stone House Investment Management LLC
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|
PA | 841.7 M |
|
Net Worth Advisory Group LLC
✚
|
UT | 838.4 M |