|
⚲
|
| Baseline Wealth Management Ltd
✚
|
|
|---|---|
| CRD # | 155526 |
| SEC # | 801-72136 |
| CIK # | |
| AUM | $1.1 B (2026-06-04) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 41581057620 |
| Address | Rue Du Rhone 67 Geneva, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 261 | 1,083.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 261 | 1,083.4 |
| By Discretionary | ||
| Discretionary | 154 | 658.9 |
| Non-Discretionary | 107 | 424.5 |
| Total | 261 | 1,083.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 547.0 | |
| United States Persons | 536.4 | |
| Total | 261 | 1,083.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Smith Brothers Financial LLC
✚
|
CT | 1.1 |
|
Rhame & Gorrell Wealth Management LLC
✚
|
TX | 1.1 |
|
Laurel Wealth Advisors LLC
✚
|
NC | 1.1 |
|
Enclave Advisors LLC
✚
|
TX | 1.1 |
|
Lugano Financial Advisors Sa
✚
|
1.1 | |
|
Giraffes Inc
✚
|
MS | 1.1 |
|
McGowan Group Asset Management Inc
✚
|
TX | 1.1 |
|
Titan Global Capital Management USA LLC
✚
|
NY | 1.1 |
|
Stepp & Rothwell Inc
✚
|
KS | 1.1 |
|
GR Financial Group LLC
✚
|
AZ | 1.1 |