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BARON WEALTH MANAGEMENT, LLC

TROY, MI · CRD 153117 · IAPD ↗ · (248) 251-0161

$846.8MRegulatory AUM
3Advisory reps
6Employees
12Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2025 — BARON WEALTH MANAGEMENT, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — BARON WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($498.8M -> $626.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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