SEC Form ADV

BARON WEALTH MANAGEMENT, LLC

Firm profile: Baron Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMI
$846.8M
Assets Under Management
736
Total Clients
6
Employees
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Registration Details

Accession
CRD-153117
Location
TROY, MI
Filing Date
March 20, 2026
AUM
$846.8M
Total Clients
736
Employees
6
Amendment
No

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

BARON WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in TROY, MI, managing approximately $846.8M in assets across 736 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.