firm profile
Baker Tilly Wealth Management, LLC
Overview
Baker Tilly Wealth Management, LLC is an SEC registered investment adviser based in Madison, WI, registered since 2013. It reports $5.2B in assets under management across 2,666 accounts, with 31 employees. It has 26 investment adviser representatives.
- Reported AUM
- $5.2B
- Discretionary
- 55%
- Accounts
- 2,666
- Average account
- $1.9M
- Employees
- 31
- Advisory reps
- 26
- Registered since
- 2013
- Jurisdictions
- 27
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 4
- Thomas Francis Walker President CRD 5342049
- Barbara R Olson Chief Compliance Officer CRD 6715742
- Kevin Simmerman Chief Operating Officer CRD 7276278
1 more executive officer, with direct contact details
Advisory reps 3 of 26
- Kelly L Baumbach Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3277458
- George Lee Bawcum Jr. Investment Adviser Rep CRD 5818542
- Scott Craig Burack Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4100569
23 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 4807 Innovate Ln
Madison, WI 53718 - County
- Dane
- Metro area
- Madison, WI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 27 jurisdictions
- Website: bakertilly.com
Every state, with registration dates
Similar firms near Madison
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- Harbour Investments, Inc.Madison, WI$9.6B AUM
- Madison Asset ManagementMadison, WI$4.9B AUM
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