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BASELINE WEALTH MANAGEMENT LTD.

GENEVA, Switzerland · CRD 155526 · IAPD ↗ · baselinewealth.com · +41 58 105 76 20

$1.08BRegulatory AUM
9Advisory reps
13Employees
0Clients
0Planning clients
0Private funds
4States
3Disclosures
foreignSegment
ApprovedSEC status

Filing changes

55
April 2026 — BASELINE WEALTH MANAGEMENT LTD. crossed $1B in regulatory AUM ($853.4M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
23
February 2026 — BASELINE WEALTH MANAGEMENT LTD.'s Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

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