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| Keyboard |
| RW Baker Wealth Management Group LLC
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|---|---|
| CRD # | 297087 |
| SEC # | 801-121877 |
| CIK # | |
| AUM | 134.9 M (2026-02-23) |
| 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) | 126 | 27.0 |
| (b) Individuals (high net worth individuals) | 70 | 107.2 |
| (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 | 0.2 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 374 | 134.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 374 | 134.9 |
| Total | 374 | 134.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.9 | |
| Total | 374 | 134.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Canaccord Genuity Wealth Management USA Inc
✚
|
135.5 M | |
|
Dover Investment Advisory Corporation
✚
|
135.4 M | |
|
KULT Wealth Management Group LLC
✚
|
WI | 135.1 M |
|
Trotta John NMN
✚
|
NY | 135.0 M |
|
FORS Financial Consulting PS
✚
|
WA | 134.9 M |
|
Seal Cove Capital LLC
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|
134.9 M | |
|
PUFF Wealth Management LLC
✚
|
NJ | 134.8 M |
|
Calder Financial LLC
✚
|
134.8 M | |
|
Clarion Advisors Inc
✚
|
CA | 134.4 M |
|
Longbow Asset Management
✚
|
OK | 134.4 M |