RW BAKER WEALTH MANAGEMENT GROUP LLC

CRD 297087File 801-121877

APPROVED

Retail clients

Custody

Filing as of Feb 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$134.9M

Bottom 25% of cohort (national)

Discretionary AUM

Non-discretionary $134.9M

Clients

196

374 accounts

Employees

Below cohort median in WY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Jul 29, 2021
Principal office: 100 W. 17TH STREET, CHEYENNE, WY, 82001
Phone: 307-514-4445
Website: https://rwbakerwealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $134.9M
Discretionary AUM: $0
Non-discretionary AUM: $134.9M
Discretionary accounts: 0
Non-discretionary accounts: 374
Total accounts: 374
AUM per client: $688K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$505K
Charitable organizations	Fewer than 5	$217K
High net worth individuals	70	$107.2M
Individuals (other than high net worth individuals)	126	$27.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
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 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.