Investment adviser · CRD 167811
BAKER TILLY WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
MADISON, WI, United States · Form ADV filed Aug 28, 2026
- Regulatory AUM
- $5.19B Form ADV · Item 5.F
- Client accounts
- 2,666 Accounts, not individual clients
- Employees
- 31 Reported in this filing
- Advisory professionals
- 21 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 113 | $3,292,588,454 | 63.4% |
| High-net-worth individuals | 214 | $996,216,689 | 19.2% |
| Retirement plans | 97 | $561,041,611 | 10.8% |
| Individuals | 323 | $323,907,397 | 6.2% |
| Corporations & businesses | 5 | $15,486,474 | 0.3% |
| Charities | 1 | $171,865 | 0.0% |
Filing source
Form ADV 2117103 · Aug 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4807 INNOVATE LANEMADISON, WI, 53718, United States
CRD 167811
Filing source
Form ADV 2117103 · Aug 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.