Baseline Wealth Management Ltd.

Overview

Baseline Wealth Management Ltd. is an independent registered investment adviser that has been SEC-registered since 2011. The firm positions itself as a capital allocator for individual and family clients, offering portfolio management for individuals and small businesses. Its fee model blends a percentage-of-AUM schedule with performance-based fees, and the firm identifies as an active ESG investor. Baseline works with a network of professional service partners — including other investment advisers, trust companies, accountants, law firms, insurance companies and pension consultants — to support client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices