BAKER TILLY WEALTH MANAGEMENT, LLC

4807 Innovate Lane
Madison, Wisconsin 53718
Tel: 833-761-0673

About BAKER TILLY WEALTH MANAGEMENT, LLC

BAKER TILLY WEALTH MANAGEMENT, LLC, formally registered with the SEC as BAKER TILLY WEALTH MANAGEMENT, LLC. The firm was established in 08/25/2020. They have over 10 offices throughout the country.

BAKER TILLY WEALTH MANAGEMENT, LLC is a Madison, Wisconsin based Financial Planning firm with nearly $4,408,957,456 assets under management, offering retirement planning & investment advisory services to 2304 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167811
SEC#	801-119352
Assets Managed by Firm	$4,408,957,456
No. of Clients	2304
No. of Advisors	27

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
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (INVESTMENT CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2304	$4,408,957,456
Individuals (other than high net worth individuals)	299	$151,468,460
High net worth individuals	284	$1,028,578,145
Pension and profit sharing plans	75	$409,917,880
Charitable organizations	1	$1,577,620
Corporations or other businesses	8	$19,562,569

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