Baker Tilly Wealth Management, LLC
Firm details
- Headquarters
- Madison, Wisconsin
- CRD number
- 167811
- Registered since
- August 25, 2020
- Website
- www.bakertilly.com
- Custodians
- THE HUNTINGTON INVESTMENT COMPANY, UMB FINANCIAL SERVICES, INC., CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON, U.S. BANCORP INVESTMENTS, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- State / Municipal Government63.45%
- HNWI19.2%
- Pension & Profit Sharing Plans10.81%
- Individuals6.24%
- Corporations / Businesses0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Baker Tilly Wealth Management, LLC is an SEC-registered advisory firm (registered in 2020) that serves both high-net-worth individuals and institutional clients. The firm functions as a capital allocator and provides a mix of financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Baker Tilly also maintains affiliations across the financial services ecosystem — including broker-dealer, registered municipal advisor, insurance and accounting relationships — and acts as sponsor/GP or managing member for pooled investment vehicles. The firm has been recognized in industry rankings, appearing on Forbes’ America's Top RIA Firms list in 2023 and on Citywire’s 50 Growers Across America in 2024. Baker Tilly reports it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds43%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds17%
- Other12%
- Exchange Traded Equities4%
Owners & executives
2 of 2
Barbara Olson
Chief Compliance OfficerCRD 6715742

Charles Droege
COOCRD 7276279
Contacts
3 of 28George Bawcum
Portfolio ManagerCRD 5818542
Charles Goodmiller
Managing PartnerCRD 4393630

Jeffrey Messer
DirectorCRD 3271470
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$340M in ETFs
53%
$181M
43%
$160M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $41.1M | 58,633 | 12.08% |
Location
Madison, WI
Dane
Location
Madison, WI
Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 4807 Innovate Ln
- Time zone
- CT (UTC-6)
- Office locations
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