Baker Tilly Wealth Management, LLC
● SEC registered since 2020CRD 167811SEC# 801-119352Madison, WI
Reg. AUM
$5.19B
Employees
31
Accounts
2,666
Location
Madison, WI
Baker Tilly Wealth Management, LLC assets under management
Baker Tilly Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Madison, WI. The firm has been registered since 2020. It reports $5.2 billion in regulatory assets under management and employs 31 people.
Baker Tilly Wealth Management, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Baker Tilly Advisory Group, LP Control | Managing Member | Over 75% | 2024 |
| Barbara R Olson Control | Chief Compliance Officer | Under 5% | 2017 |
| Kevin Simmerman Control | Chief Operating Officer | Under 5% | 2020 |
| Theresa Meiners Control | Vice President | Under 5% | 2024 |
| Thomas Francis Walker Control | President | Under 5% | 2024 |
| Baker Tilly Advisory Group Intermediate, LP Control | Limited Partner | Over 75% | 2024 |
| Baker Tilly Advisory Group Parent, LP Control | Limited Partner | Over 75% | 2024 |
| H&f Waterloo Aiv II, L.P. Control | Limited Partner | 25-50% | 2024 |
| H&f Waterloo Holdings, Inc. Control | Limited Partner | Over 75% | 2024 |
| H&f Waterloo Holdings, L.P. Control | Limited Partner | 25-50% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Baker Tilly Wealth Management, LLC manage?
Baker Tilly Wealth Management, LLC reports $5.2 billion in regulatory assets under management on its Form ADV.
How many employees does Baker Tilly Wealth Management, LLC have?
Baker Tilly Wealth Management, LLC reports 31 employees.
Where is Baker Tilly Wealth Management, LLC located?
Baker Tilly Wealth Management, LLC is based in Madison, WI and has been SEC-registered since 2020.
Does Baker Tilly Wealth Management, LLC disclose fund performance?
Baker Tilly Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4807 Innovate Lane, Madison, WI 53718 |
| Phone | 833-761-0673 |
| Fax | 608-249-8532 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.19B▲ 18%
Mar '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,340 advisers
EmployeesTop 17%
More than 83% of 16,820 advisers
Assets under management
$5.19Bregulatory AUM
Discretionary $2.86BNon-discretionary $2.33B