Baer Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marietta, GA. Its latest Form ADV filing, dated March 24, 2026, reports $335M in regulatory assets under management, 2 employees, and 628 accounts.
Assets Under Management
$335M
Employees
2
Offices
--
Total Clients
308
Primary office
MARIETTA, GA
101 VILLAGE PARKWAY, BUILDING 1, SUITE 200, MARIETTA, GA, United States
Top client segmentHNWI represent 48.4% of total clients.
Top client categories% of clientsClients
1
HNWI
48.4%
149
2
Individuals
37.0%
114
3
Pension Plans
10.4%
32
4
Corporations
2.3%
7
5
Charitable
1.9%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$335Mas of March 24, 2026
Discretionary100.0%
$335M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$335M
Total Accounts628
10Y AUM Change+$226M (+207.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee154:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.