Baron Wealth Management, LLC

RIASEC Registered
Total AUM
$847M
Discretionary
$847M
100% of AUM
Avg account
$1.2M
Accounts
736
Employees
6
Advisory reps
5

Firm details

Headquarters
Troy, Michigan
CRD number
153117
Registered since
March 3, 2010
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI97.1%
  • Individuals1.71%
  • Corporations / Businesses1.19%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Baron Wealth Management, LLC operates as an independent, SEC-registered registered investment adviser (registration date: 2010). The firm describes itself as a capital allocator serving both individual & family and institutional clients. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. Core advisory activities include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, selection of other advisers, and educational seminars or workshops. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 19%, State & Local Bonds 12%, Cash & Cash Equivalents 5%, Private Funds 3%, Other 1%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities19%
  • State & Local Bonds12%
  • Cash & Cash Equivalents5%
  • Private Funds3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 37

Active vs passive

$213M in ETFs

Passive

80%

$170M

Active

2%

$43.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI USA QUALITY FACTOR ETF (QUAL)BlackRockPassiveLarge Blend$62.4M280,93729.33%

Location

Primary office

Troy, MI

Oakland

Location

Troy, MI

Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
1441 W Long Lake Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth