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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2026 | Clients | 245 | 261 | increased by16 |
| Apr 1, 2026 | AUM | $853,417,060 | $1,083,389,424 | increased by$229,972,364 |
| Apr 1, 2026 | Accounts | 245 | 261 | increased by16 |
| Feb 1, 2026 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 12 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 211 | 245 | increased by34 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $672,589,779 | $853,417,060 | increased by$180,827,281 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 211 | 245 | increased by34 |
| Apr 1, 2022 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2022 | Clients | 137 | 211 | increased by74 |
| Apr 1, 2022 | AUM | $618,513,259 | $672,589,779 | increased by$54,076,520 |
| Apr 1, 2022 | Accounts | 142 | 211 | increased by69 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BASELINE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BASELINE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.