BAKER TILLY WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$5,189,412,490
Discretionary
$2,856,164,691
Non-discretionary
$2,333,247,799
Firm details
- CRD number
- 167811
- SEC file number
- 801-119352
- Main office
- MADISON, WI, United States
- Employees
- 31
- SEC status
- Approved
- Website
- http://www.bakertilly.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.