Baseline Wealth Management Ltd

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Assets, Funds, Holdings

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Baseline Wealth Management Ltd
CRD #155526
SEC #801-72136
CIK #
AUM $851.8 MM (2024-03-27)
Employees 12 (75% Investors, 0% Brokers)
Phone41581057620
AddressRue Du Rhne 67
Geneva, Switzerland
Source [IAPD] [Website]
Total AUM ($MM)
90072054036018002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 230 851.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 230 851.8
By Discretionary
Discretionary 155 569.2
Non-Discretionary 75 282.6
Total 230 851.8
By Non-United States Persons
Non-United States Persons 373.4
United States Persons 478.3
Total 230 851.8
Comparable Firms State AUM ($BB)
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TX 0.9
Laurel Wealth Advisors LLC
NC 0.9
Southern Financial Group LLC
AL 0.9
American Financial Advisors LLC
GA 0.9
Chemistry Wealth Management LLC
NY 0.8
Smith Brothers Financial LLC
CT 0.8
Barton Investment Management LLC
PA 0.8
Geometric Wealth Advisors LLC
DC 0.8
Penn Davis McFarland Inc
TX 0.8
Systm Wealth Solutions LLC
IL 0.8
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