BAKER TILLY WEALTH MANAGEMENT, LLC

CRD 167811File 801-119352

APPROVED

Retail clients

Filing as of Jan 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$4.60B

Top 25% of cohort (national)

Discretionary AUM

$2.20B

Non-discretionary $2.40B

Clients

601

2,165 accounts

Employees

Top 25% 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: $4.60B
Discretionary AUM: $2.20B
Non-discretionary AUM: $2.40B
Discretionary accounts: 2,069
Non-discretionary accounts: 96
Total accounts: 2,165
AUM per client: $7.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	2	$2.9M
High net worth individuals	158	$665.0M
Pension and profit sharing plans	79	$381.7M
State or municipal government entities	111	$3.34B
Individuals (other than high net worth individuals)	251	$208.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

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: 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

This firm answered no to every Item 11 disclosure question in this filing.

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.