BARON WEALTH MANAGEMENT, LLC

3150 Livernois Road
Suite 250
Troy, Michigan 48083
Tel: (248) 251-0161

About BARON WEALTH MANAGEMENT, LLC

BARON WEALTH MANAGEMENT, LLC, formally registered with the SEC as BARON WEALTH MANAGEMENT, LLC. The firm was established in 03/03/2010. They have over 1 offices throughout the country.

BARON WEALTH MANAGEMENT, LLC is a Troy, Michigan based Financial Planning firm with nearly $626,541,399 assets under management, offering retirement planning & investment advisory services to 617 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153117
SEC#	801-71168
Assets Managed by Firm	$626,541,399
No. of Clients	617
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (CONSULTATION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	617	$626,541,399
Individuals (other than high net worth individuals)	35	$8,162,130
High net worth individuals	97	$603,404,974
Corporations or other businesses	1	$14,974,295

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