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Bank / Wealth / TrustRIA · CRD 150555

Updated:

Baer Wealth Management (BWM)

Baer Wealth Management was recorded with no founding year or wealth-origin attribution. No asset-class mix, portfolio holdings, or geographic deployment beyond...

Overview

Baer Wealth Management was recorded with no founding year or wealth-origin attribution. No asset-class mix, portfolio holdings, or geographic deployment beyond the United States headquarters location is documented. No co-investors, fund structures, or named deals exist in the record. The firm lists $250 million in AUM with no additional offices, team size, or adjacent vehicles disclosed. No operational events from the last 24 months are available. No structural differentiator such as succession plan or hybrid mandate can be identified from current data.

General information

Firm type

Bank / Wealth / Trust

Year founded

2020

Location

Region

North America

Country

United States

City

Marietta

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