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BAER WEALTH MANAGEMENT

MARIETTA, GA · CRD 150555 · IAPD ↗ · baerwealth.com · 770-984-2312

$334.7MRegulatory AUM
2Advisory reps
2Employees
10Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
May 2024 — BAER WEALTH MANAGEMENT notice-filed in NH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2024 — BAER WEALTH MANAGEMENT shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
May 2024 — BAER WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
May 2024 — BAER WEALTH MANAGEMENT now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.