Baseline Wealth Management Ltd.
● SEC registered since 2011CRD 155526SEC# 801-72136Geneva
Reg. AUM
$1.08B
Employees
13
Accounts
261
Location
Geneva
Baseline Wealth Management Ltd. assets under management
Baseline Wealth Management Ltd. operates as an SEC-registered investment adviser based in Geneva. The firm has been registered since 2011. It reports $1.1 billion in regulatory assets under management and employs 13 people.
Baseline Wealth Management Ltd. owners & executives
28 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cedric Aguet Control | Board Member | Under 5% | 2022 |
| Cpi Holdco B, LLC Control | Sole Member | Over 75% | 2026 |
| David Allan Kuenzi Control | Director | Under 5% | 2026 |
See all 28 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Baseline Wealth Management Ltd. manage?
Baseline Wealth Management Ltd. reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Baseline Wealth Management Ltd. have?
Baseline Wealth Management Ltd. reports 13 employees.
Where is Baseline Wealth Management Ltd. located?
Baseline Wealth Management Ltd. is based in Geneva and has been SEC-registered since 2011.
Does Baseline Wealth Management Ltd. disclose fund performance?
Baseline Wealth Management Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Rue du Rhone 67, Geneva 1207 |
| Phone | +41 58 105 76 20 |
| Office hours | 9:00a.m. To 6:00p.m. |
| SEC region | HQ |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.08B▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.08Bregulatory AUM
Discretionary $658.9MNon-discretionary $424.5M