BASELINE WEALTH MANAGEMENT LTD.
SEC Form ADV profile.
Total regulatory AUM
$1,083,389,424
Discretionary
$658,893,510
Non-discretionary
$424,495,914
Firm details
- CRD number
- 155526
- SEC file number
- 801-72136
- Main office
- GENEVA, Switzerland
- Employees
- 13
- SEC status
- Approved
- Website
- HTTPS://WWW.BASELINEWEALTH.COM
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.