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 financial planning and wealth management firm in Troy, Michigan, founded in 2010. It positions itself as a family CFO and offers a single point of contact for clients' financial needs, using a team approach. Its planning covers investments, taxation, insurance, healthcare, estate planning, employment decisions, family matters, real estate and business purchases or sales. The firm states a core focus on helping clients keep and increase their wealth. It reports about $570 million in assets under management.

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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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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