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| Keyboard |
| Baseline Wealth Management Ltd
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|---|---|
| CRD # | 155526 |
| SEC # | 801-72136 |
| CIK # | |
| AUM | 1,083.4 M (2026-06-04) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| LEI | 50670059UD4F1P5M5W11 |
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|---|---|---|
|
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CT | 1,113.2 M |
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TX | 1,107.4 M |
|
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NC | 1,106.9 M |
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Enclave Advisors LLC
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TX | 1,100.7 M |
|
Lugano Financial Advisors Sa
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|
1,090.0 M | |
|
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|
MS | 1,088.3 M |
|
McGowan Group Asset Management Inc
✚
|
TX | 1,083.1 M |
|
Titan Global Capital Management USA LLC
✚
|
NY | 1,081.9 M |
|
Stepp & Rothwell Inc
✚
|
KS | 1,055.1 M |
|
GR Financial Group LLC
✚
|
AZ | 1,052.8 M |