Rw Baker Wealth Management Group LLC
● SEC registered since 2021CRD 297087SEC# 801-121877Cheyenne, WY
Reg. AUM
$134.9M
Employees
2
Accounts
374
Location
Cheyenne, WY
Rw Baker Wealth Management Group LLC assets under management
Rw Baker Wealth Management Group LLC is a registered investment adviser overseen by the SEC based in Cheyenne, WY. The firm has been registered since 2021. It reports $134.9 million in regulatory assets under management and employs 2 people.
Rw Baker Wealth Management Group LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Rosalyn Wallach Baker Control | Cco, Member | Over 75% | 2018 |
Frequently asked questions
How much does Rw Baker Wealth Management Group LLC manage?
Rw Baker Wealth Management Group LLC reports $134.9 million in regulatory assets under management on its Form ADV.
How many employees does Rw Baker Wealth Management Group LLC have?
Rw Baker Wealth Management Group LLC reports 2 employees.
Where is Rw Baker Wealth Management Group LLC located?
Rw Baker Wealth Management Group LLC is based in Cheyenne, WY and has been SEC-registered since 2021.
Does Rw Baker Wealth Management Group LLC disclose fund performance?
Rw Baker Wealth Management Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 W. 17th Street, Cheyenne, WY 82001 |
| Phone | 307-514-4445 |
| Fax | 307-514-5544 |
| Office hours | 7:30a.m. To 4p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$134.9M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$134.9Mregulatory AUM
Discretionary $0Non-discretionary $134.9M