|
⚲
|
| Baseline Wealth Management Ltd
✚
|
|
|---|---|
| CRD # | 155526 |
| SEC # | 801-72136 |
| CIK # | |
| AUM | $853.4 M (2025-03-31) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 41581057620 |
| Address | Rue Du Rhne 67 Geneva, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 245 | 853.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 245 | 853.4 |
| By Discretionary | ||
| Discretionary | 152 | 538.3 |
| Non-Discretionary | 93 | 315.2 |
| Total | 245 | 853.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 359.5 | |
| United States Persons | 493.9 | |
| Total | 245 | 853.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Pacific Center for Financial Services
✚
|
CA | 0.9 |
|
Altiora Financial Group LLC
✚
|
0.9 | |
|
Aufman Associates Inc
✚
|
PA | 0.9 |
|
RPG Investment Advisory LLC
✚
|
CA | 0.9 |
|
Pettyjohn Wood & White Inc
✚
|
VA | 0.9 |
|
Jamison Private Wealth Management Inc
✚
|
GA | 0.9 |
|
Avion Wealth LLC
✚
|
TX | 0.8 |
|
JLB & Associates Inc
✚
|
MI | 0.8 |
|
Studio Investment Management LLC
✚
|
IL | 0.8 |
|
Financial Enhancement Group LLC
✚
|
IN | 0.8 |