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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| RW Baker Wealth Management Group LLC
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|---|---|
| CRD # | 297087 |
| SEC # | 801-121877 |
| CIK # | |
| AUM | $121.0 M (2025-03-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 307-514-4445 |
| Address | 100 W 17th Street Cheyenne, WY 82001 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 143 | 13.4 |
| (b) Individuals (high net worth individuals) | 43 | 107.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 356 | 121.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 356 | 121.0 |
| Total | 356 | 121.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.0 | |
| Total | 356 | 121.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hudson Heritage Capital Management Inc
✚
|
NY | 0.1 |
|
Loretta Nolan Associates LLC
✚
|
CT | 0.1 |
|
Baffin Advisors LLC
✚
|
0.1 | |
|
Core Planning LLC
✚
|
MO | 0.1 |
|
Antonetti Capital Management LLC
✚
|
FL | 0.1 |
|
Freeboard Capital LLC
✚
|
0.1 | |
|
McGrath & Associates Inc
✚
|
NC | 0.1 |
|
Tublin - Difusco Advisors Inc
✚
|
0.1 | |
|
Resource 1 Inc
✚
|
VA | 0.1 |
|
Illuminate Wealth Management LLC
✚
|
IL | 0.1 |