Data / Investment advisers / Wisconsin / Baker Tilly Wealth Management, LLC
Baker Tilly Wealth Management, LLC, Madison, WI: $5.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Baker Tilly Wealth Management, LLC is an SEC registered investment adviser with its main office in Madison, Wisconsin and reports $5.2 billion in regulatory assets under management in its Form ADV filed August 28, 2026. Its clients include state and municipal governments, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Baker Tilly Wealth Management, LLC (CRD number 167811): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 167811
- SEC file number
- 801-119352
- SEC status
- Approved, effective August 25, 2020
- Main office
- 4807 Innovate Lane, Madison, WI 53718
- Phone
- (833) 761-0673
- Website
- bakertilly.com
- Regulatory AUM
- $5,189,412,490 in the Form ADV filed August 28, 2026
- Discretionary AUM
- $2,856,164,691
- Non discretionary AUM
- $2,333,247,799
- Accounts
- 2,666
- Employees
- 31, of which 21 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 8
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 113 | $3.29 billion |
| High net worth individuals | 214 | $996.2 million |
| Pension and profit sharing plans | 97 | $561 million |
| Individuals (other than high net worth individuals) | 323 | $323.9 million |
| Corporations or other businesses | 5 | $15.5 million |
| Charitable organizations | 1 | $171,865 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| September 1, 2026 | $5.19 billion | August 28, 2026 |
| December 1, 2025 | $4.60 billion | September 26, 2025 |
Other advisers in Madison
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Trustage Investment Management | Madison | $39.46 billion | 6 | adviserinfo.sec.gov |
| Madison Investment Advisors, LLC | Madison | $13.84 billion | Not listed | adviserinfo.sec.gov |
| Harbour Investments, Inc. | Madison | $9.60 billion | Not listed | adviserinfo.sec.gov |
| Madison Asset Management | Madison | $4.86 billion | Not listed | adviserinfo.sec.gov |
| Thompson Investment Management, Inc. | Madison | $3.08 billion | Not listed | adviserinfo.sec.gov |
| Resonant Capital Advisors, LLC | Madison | $2.96 billion | Not listed | adviserinfo.sec.gov |
| Isthmus Partners, LLC | Madison | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Madison Partners | Madison | $1.30 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Madison, WI
- Investment advisers in Wisconsin
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving high net worth individuals
- Baker Tilly Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.