Wealth Manager
    SEC Registered
    Manages Private Funds

    Baker Tilly Wealth Management, LLC

    Registered investment advisor · Madison, Wisconsin · CRD #167811

    Assets Under Management
    $4.6B
    Client Accounts
    2,165
    Employees
    32
    CRD Number
    167811
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Bny Mellon Trust Company, N.a., The Huntington National Bank, Umb Bank, N.a., Td Ameritrade, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Baker Tilly Wealth Management, LLC

    Baker Tilly US is a leading advisory, tax, and assurance firm based in Chicago, Illinois. Established in 1931, the firm has grown to become the 9th largest CPA and consulting firm in the United States, employing approximately 4,700 people across 56 locations. Baker Tilly US specializes in customized business solutions that support client growth through assurance, tax advisory, and consulting services. The firm offers a wide range of professional services, including assurance and audit, tax advi

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Baker Tilly Wealth Management, LLC

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    Frequently Asked Questions

    What is Baker Tilly Wealth Management, LLC's AUM?

    Baker Tilly Wealth Management, LLC reports approximately $4.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Baker Tilly Wealth Management, LLC headquartered?

    Baker Tilly Wealth Management, LLC is headquartered in Madison, Wisconsin.

    What is Baker Tilly Wealth Management, LLC's CRD number?

    Baker Tilly Wealth Management, LLC's CRD number is 167811. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Baker Tilly Wealth Management, LLC manage?

    Baker Tilly Wealth Management, LLC manages approximately 2,165 client accounts according to its latest SEC filing.

    Is Baker Tilly Wealth Management, LLC SEC registered?

    Yes, Baker Tilly Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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