Baron Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Troy, MI. Its latest Form ADV filing, dated March 20, 2026, reports $847M in regulatory assets under management, 6 employees, and 736 accounts.
Assets Under Management
$847M
Employees
6
Offices
--
Total Clients
145
Primary office
TROY, MI
1441 W. LONG LAKE ROAD, SUITE 240, TROY, MI, United States
Top client segmentHNWI represent 71.7% of total clients.
Top client categories% of clientsClients
1
HNWI
71.7%
104
2
Individuals
27.6%
40
3
Corporations
0.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$847Mas of March 20, 2026
Discretionary100.0%
$847M
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$847M
Total Accounts736
10Y AUM Change+$614M (+263.8%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee24:1
10Y Employee Change+3 (+100.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.