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 $498,764,977 assets under management, offering retirement planning & investment advisory services to 541 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	$498,764,977
No. of Clients	541
No. of Advisors	6

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	541	$498,764,977
Individuals (other than high net worth individuals)	43	$7,279,515
High net worth individuals	84	$478,763,424
Corporations or other businesses	1	$12,722,038

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