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BAKER TILLY WEALTH MANAGEMENT, LLC
CRD 167811File 801-119352
APPROVED
Retail clients
Custody
Filing as of Aug 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.19B
Top 25% of cohort (national)
Discretionary AUM
$2.86B
Non-discretionary $2.33B
Clients
753
2,666 accounts
Employees
31
Top 10% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 25, 2020
- Principal office
- 4807 INNOVATE LANE, MADISON, WI, 53718
- Phone
- 833-761-0673
- Website
- http://www.bakertilly.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.19B
- Discretionary AUM
- $2.86B
- Non-discretionary AUM
- $2.33B
- Discretionary accounts
- 2,555
- Non-discretionary accounts
- 111
- Total accounts
- 2,666
- AUM per client
- $6.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $15.5M |
| Charitable organizations | 1 | $172K |
| High net worth individuals | 214 | $996.2M |
| Pension and profit sharing plans | 97 | $561.0M |
| State or municipal government entities | 113 | $3.29B |
| Individuals (other than high net worth individuals) | 323 | $323.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 29, 2026 | Employees | 32 | 31 | decreased by1 |
| Aug 29, 2026 | Custody | No | Yes | |
| Aug 29, 2026 | Clients | 601 | 753 | increased by152 |
| Aug 29, 2026 | AUM | $4,601,242,128 | $5,189,412,490 | increased by$588,170,362 |
| Aug 29, 2026 | Accounts | 2,165 | 2,666 | increased by501 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 27 | 32 | increased by5 |
| Dec 1, 2025 vs May 1, 2025 | Custody | Yes | No | |
| Dec 1, 2025 vs May 1, 2025 | Clients | 771 | 601 | decreased by170 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $4,408,957,456 | $4,601,242,128 | increased by$192,284,672 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 2,304 | 2,165 | decreased by139 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 45 | 27 | decreased by18 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,053 | 771 | decreased by282 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,911,868,384 | $4,408,957,456 | increased by$497,089,072 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,981 | 2,304 | decreased by677 |
| Sep 1, 2022 | Clients | 889 | 1,053 | increased by164 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BAKER TILLY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BAKER TILLY” 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.