BAKER TILLY WEALTH MANAGEMENT, LLC
Madison, United States · CRD 167811
SEC-registered investment adviser since 2020 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$5.2bn
- Main clients (by assets)State and local governments 63%, High net worth individuals 19%, Pension plans 11%
- Websitebakertilly.com
- Form ADV · 2026-08-28SEC adviser record
- Kindinstitutions
- Others nearbyMadison, WI, Indianapolis, IN, Tewksbury, MA, Tempe, AZ, Paradise Valley, AZ, Nashville, TN
As an employer
- Staff (Form ADV)31 · 21 in investment roles
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Madison, WI (main office)United States | about 3 |
| Indianapolis, INUnited States | 5 |
| Tewksbury, MAUnited States | 4 |
| Nashville, TNUnited States | 2 |
| Scottsdale, AZUnited States | 2 |
| Tempe, AZUnited States | 2 |
| Houston, TXUnited States | 1 |
| Milwaukee, WIUnited States | 1 |
| Southfield, MIUnited States | 1 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.