|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Baron Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 153117 |
| SEC # | 801-71168 |
| CIK # | 0001968507 |
| AUM | $702.1 M (2025-03-14) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 248-251-0161 |
| Address | 3150 Livernois Road Troy, MI 48083 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001968507 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Rivian Automotive Inc / de | 7.7 | ||
| Snap-On Inc | 7.5 | ||
| Apple Inc | 6.4 | ||
| Microsoft Corp | 5.0 | ||
| Nvidia Corp | 3.8 | ||
| Amazon Com Inc | 3.0 | ||
| Netflix Inc | 1.8 | ||
| J P Morgan Chase & Co | 1.8 | ||
| Johnson & Johnson | 1.7 | ||
| Five Below Inc | 1.6 | ||
| Ford Motor Co | 1.6 | ||
| VISA Inc | 1.6 | ||
| Tesla Motors Inc | 1.6 | ||
| Alphabet Inc | 1.2 | ||
| Facebook Inc | 1.2 | ||
| Lowes Companies Inc | 1.2 | ||
| Heico Corp | 1.1 | ||
| McGraw-hill Companies Inc | 1.1 | ||
| Analog Devices Inc | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 6.4 |
| (b) Individuals (high net worth individuals) | 109 | 686.6 |
| (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 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 670 | 702.1 |
| By Discretionary | ||
| Discretionary | 670 | 702.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 670 | 702.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 702.1 | |
| Total | 670 | 702.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001968507] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Montz Harcus Wealth Management LLC
✚
|
LA | 0.7 |
|
Hartford Financial Management Inc
✚
|
CT | 0.7 |
|
Carolina Wealth Management Inc
✚
|
NC | 0.7 |
|
Nelson Capital Management LLC
✚
|
CA | 0.7 |
|
FSA Investment Group LLC
✚
|
FL | 0.7 |
|
Dahring Cusmano LLC
✚
|
MI | 0.7 |
|
Kelman Lazarov Inc
✚
|
TN | 0.7 |
|
Horan Securities Inc
✚
|
OH | 0.7 |
|
PSI Advisors LLC
✚
|
FL | 0.7 |
|
MELD Financial Inc
✚
|
AL | 0.7 |