SEC Form ADV

BAKER TILLY WEALTH MANAGEMENT, LLC

Registered Investment AdviserWI
$5.2B
Assets Under Management
4
Total Clients
31
Employees
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Registration Details

Accession
crd-167811
Location
MADISON, WI
Filing Date
August 28, 2026
AUM
$5.2B
Total Clients
4
Institutional Clients
211
Employees
31
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsGovernment EntitiesCorporations

About this Adviser

BAKER TILLY WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in MADISON, WI, managing approximately $5.2B in assets across 4 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.