Wealth Manager
    SEC Registered
    Manages Private Funds

    Rw Baker Wealth Management Group LLC

    Registered investment advisor · Cheyenne, Wyoming · CRD #297087

    Assets Under Management
    $135M
    Client Accounts
    374
    Employees
    2
    CRD Number
    297087
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

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

    About Rw Baker Wealth Management Group LLC

    Rw Baker Wealth Management Group LLC is a SEC-registered investment advisory firm headquartered in Cheyenne, Wyoming, managing approximately $135M in regulatory assets across 374 client accounts. The firm's full regulatory record is filed with the SEC under CRD #297087.

    Fee Structure

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

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

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Rw Baker Wealth Management Group LLC's AUM?

    Rw Baker Wealth Management Group LLC reports approximately $135M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Rw Baker Wealth Management Group LLC headquartered?

    Rw Baker Wealth Management Group LLC is headquartered in Cheyenne, Wyoming.

    What is Rw Baker Wealth Management Group LLC's CRD number?

    Rw Baker Wealth Management Group LLC's CRD number is 297087. 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 Rw Baker Wealth Management Group LLC manage?

    Rw Baker Wealth Management Group LLC manages approximately 374 client accounts according to its latest SEC filing.

    Is Rw Baker Wealth Management Group LLC SEC registered?

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

    Research firms like Rw Baker Wealth Management Group LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial