Baker Tilly Wealth Management, LLC
Madison, WI·SEC-registered · CRD #167811
Baker Tilly Wealth Management, LLC is an SEC-registered investment advisory firm in Madison, WI managing $4.6B across 2.3k client accounts, with 21 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.6B
Client accounts
2.3k
Advisory staff
21
Fee model
Fee-based
How Baker Tilly Wealth Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Baker Tilly Wealth Management, LLC
How much does Baker Tilly Wealth Management, LLC manage?
Per its most recent SEC Form ADV filing (01/15/2026), Baker Tilly Wealth Management, LLC reports $4.6B in regulatory assets under management across roughly 2.3k client accounts.
How does Baker Tilly Wealth Management, LLC charge?
Baker Tilly Wealth Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Baker Tilly Wealth Management, LLC a fiduciary?
Yes. Baker Tilly Wealth Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #167811), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Baker Tilly Wealth Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Baker Tilly Wealth Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Madison, WI
Profile compiled from Baker Tilly Wealth Management, LLC's public SEC Form ADV filing (CRD #167811, filed 01/15/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Baker Tilly Wealth Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Baker Tilly Wealth Management, LLC? Claim this profile.