Baron Wealth Management, LLC
● SEC registered since 2010CRD 153117SEC# 801-71168Troy, MI
Reg. AUM
$846.8M
Employees
6
Accounts
736
Location
Troy, MI
Baron Wealth Management, LLC assets under management
Baron Wealth Management, LLC is an investment advisory firm registered with the SEC based in Troy, MI. The firm has been registered since 2010. It reports $846.8 million in regulatory assets under management and employs 6 people.
Baron Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beth a. Zilka Revocable Living Trust Dated 11-22-2007 Control | Trust, Owner Of All Voting Shares | Over 75% | 2024 |
| Beth Anne Zilka | Trustee Of The Beth A. Zilka Revocable Living Trust Dated 11-22-2007, Chief Compliance Officer | Under 5% | 2010 |
Frequently asked questions
How much does Baron Wealth Management, LLC manage?
Baron Wealth Management, LLC reports $846.8 million in regulatory assets under management on its Form ADV.
How many employees does Baron Wealth Management, LLC have?
Baron Wealth Management, LLC reports 6 employees.
Where is Baron Wealth Management, LLC located?
Baron Wealth Management, LLC is based in Troy, MI and has been SEC-registered since 2010.
Does Baron Wealth Management, LLC disclose fund performance?
Baron 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 | 1441 W. Long Lake Road, Suite 240, Troy, MI 48098 |
| Phone | (248) 251-0161 |
| Office hours | 9:00 - 5:00 Et |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$846.8M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$846.8Mregulatory AUM
Discretionary $846.8M