RW BAKER WEALTH MANAGEMENT GROUP LLC

Overview

RW Baker Wealth Management Group LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients, plus small-business engagements. The firm offers financial planning and portfolio management and charges clients via a mix of percentage-of-AUM, hourly, and fixed fees. It is structured as an owner-operated advisory practice and is not positioned as a capital allocator or pension consultant. RW Baker Wealth Management Group LLC is not an active ESG investor and is not registered as a multi-state adviser. Investment activity centers on liquid equity exposure — exchange-traded equities and ETFs make up the largest single asset bucket — supplemented by mutual funds and targeted allocations to third-party real-estate strategies. The firm’s filings indicate it operates primarily in a non-discretionary capacity, which means advisers provide recommendations and investment plans while clients retain final trading authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices