SEC Form ADV

BAKER TILLY WEALTH MANAGEMENT, LLC

Registered Investment AdviserWI
$4.6B
Assets Under Management
2,165
Total Clients
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Registration Details

Accession
CRD-167811
Location
MADISON, WI
Filing Date
January 15, 2026
AUM
$4.6B
Total Clients
2,165
Amendment
No

About this Adviser

BAKER TILLY WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in MADISON, WI, managing approximately $4.6B in assets across 2,165 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.