LP Profile

Baron Wealth Management

Also known as baron wealth

Wealth ManagerTroy, United StatesFounded 2010
$570M
Assets Under Management
Troy
Headquarters
Investment Focus

About Baron Wealth Management

Baron Wealth Management is a wealth manager based in Troy, US. Founded in 2010. Reported AUM: 570 USD millions.

Verified Filings

Regulatory & Financial Data

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

SEC Form ADV

Verified
Reported AUM
$846.8M
Total Clients
736
Filing Date
March 20, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Baron 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 Baron Wealth Management?

Baron Wealth Management is a wealth manager based in Troy, United States, managing approximately $570M in assets.

Where is Baron Wealth Management headquartered?

Baron Wealth Management is headquartered in Troy, United States.

How much does Baron Wealth Management manage?

Baron Wealth Management manages approximately $570M in assets under management.

When was Baron Wealth Management founded?

Baron Wealth Management was founded in 2010.

How can I contact Baron Wealth Management?

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