Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > wyoming > cheyenne > RW BAKER WEALTH MANAGEMENT GROUP LLC
RW BAKER WEALTH MANAGEMENT GROUP LLC
100 W. 17th Street
Cheyenne, Wyoming 82001
Tel: 307-514-4445
About RW BAKER WEALTH MANAGEMENT GROUP LLC
RW BAKER WEALTH MANAGEMENT GROUP LLC, formally registered with the SEC as RW BAKER WEALTH MANAGEMENT GROUP LLC. The firm was established in 07/29/2021. They have over 1 offices throughout the country.
RW BAKER WEALTH MANAGEMENT GROUP LLC is a Cheyenne, Wyoming based Financial Planning firm with nearly $107,973,213 assets under management, offering retirement planning & investment advisory services to 334 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297087 |
| SEC# | 801-121877 |
| Assets Managed by Firm | $107,973,213 |
| No. of Clients | 334 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 334 | $107,973,213 |
| Individuals (other than high net worth individuals) | 127 | $36,775,919 |
| High net worth individuals | 50 | $70,387,497 |
| Charitable organizations | 1 | $220,778 |
| Corporations or other businesses | 2 | $589,019 |
More Retirement Planning firms in Cheyenne, Wyoming:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $18,432,519,674 | 20 | 25 | |
| $5,345,412,024 | 33513 | 47 | |
| $869,628,401 | 7 | 4 | |
| $851,813,961 | 24 | 7 | |
| $833,053,514 | 3 | 12 |
Explore More Retirement Advisors in Cheyenne, Wyoming