National Retirement Planning Experts

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

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#297087
SEC#801-121877
Assets Managed by Firm$107,973,213
No. of Clients334
No. of Advisors2

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 ClientsAUM
Firm Total334$107,973,213
Individuals (other than high net worth individuals)127$36,775,919
High net worth individuals50$70,387,497
Charitable organizations1$220,778
Corporations or other businesses2$589,019

More Retirement Planning firms in Cheyenne, Wyoming:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
SCHF (GPE), LLC
5237 Hhr Ranch Road, Suite 2
Wilson, WY, 83014-9220
$18,432,519,6742025
FRONTIER ASSET MANAGEMENT, LLC
50 East Loucks Street, Suite 201
Sheridan, WY, 82801
$5,345,412,0243351347
FLAT FOOTED LLC
3415 North Pines Way, Suite 205
Wilson, WY, 83014
$869,628,40174
CANNELL CAPITAL LLC
245 Meriwether Circle
Alta, WY, 83414
$851,813,961247
FLAT ROCK GLOBAL
680 S Cache Street, Suite 100
Jackson, WY, 83001
$833,053,514312

Explore More Retirement Advisors in Cheyenne, Wyoming