BARON WEALTH MANAGEMENT, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Michigan, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	617	$626.5M
Non-Discretionary	0	$0
Total	617	$626.5M

Clients

Type	Number	RAUM
Individuals	35	$8.2M
HNW Individuals	97	$603.4M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	1	$15.0M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	12
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshopsCONSULTATION SERVICES
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-71168
SEC ERA File Number	801-71168
SEC CIK Numbers	1968507
SEC CRD Numbers	153117
Legal Entity Identifier	None

Principal Office

3150 LIVERNOIS ROAD
SUITE 250
TROY
MI
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic