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BASELINE WEALTH MANAGEMENT LTD.
CRD 155526File 801-72136
APPROVED
Retail clients
Disclosure events
Filing as of Jun 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.08B
Above cohort median (national)
Discretionary AUM
$658.9M
Non-discretionary $424.5M
Clients
261
261 accounts
Employees
13
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 26, 2011
- Principal office
- RUE DU RHÔNE 67, GENEVA, 1207
- Phone
- +41 58 105 76 20
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.08B
- Discretionary AUM
- $658.9M
- Non-discretionary AUM
- $424.5M
- Discretionary accounts
- 154
- Non-discretionary accounts
- 107
- Total accounts
- 261
- AUM per client
- $4.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 261 | $1.08B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C5
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.