Baker Tilly Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Madison, WI. Its latest Form ADV filing, dated January 15, 2026, reports $4.6B in regulatory assets under management, 32 employees, 8 offices, and 2,165 accounts.
Top client segmentIndividuals represent 41.8% of total clients.
Top client categories% of clientsClients
1
Individuals
41.8%
251
2
HNWI
26.3%
158
3
Government
18.5%
111
4
Pension Plans
13.1%
79
5
Corporations
0.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.6Bas of January 15, 2026
Discretionary47.9%
$2.2B
48% of total RAUM47.9%
Non-discretionary52.1%
$2.4B
52% of total RAUM52.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.6B
Total Accounts2,165
10Y AUM Change+$4.3B (+1667.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees32
Clients per Employee19:1
10Y Employee Change+26 (+433.3%)
* 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.