LP Profile

Baker Tilly Wealth Management

Also known as baker tilly wealth

Wealth ManagerMadison, United StatesFounded 2013
$3.1B
Assets Under Management
Madison
Headquarters
Investment Focus

About Baker Tilly Wealth Management

Baker Tilly Wealth Management is a wealth manager based in Madison, US. Founded in 2013. Reported AUM: 3100 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Baker Tilly Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$4.6B
Total Clients
2,165
Filing Date
January 15, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Baker Tilly Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Baker Tilly Wealth Management?

Baker Tilly Wealth Management is a wealth manager based in Madison, United States, managing approximately $3.1B in assets.

Where is Baker Tilly Wealth Management headquartered?

Baker Tilly Wealth Management is headquartered in Madison, United States.

How much does Baker Tilly Wealth Management manage?

Baker Tilly Wealth Management manages approximately $3.1B in assets under management.

When was Baker Tilly Wealth Management founded?

Baker Tilly Wealth Management was founded in 2013.

How can I contact Baker Tilly Wealth Management?

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