# Baer Wealth Management (BWM)

Baer Wealth Management (BWM) is a Bank / Wealth / Trust based in Marietta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Marietta, United States
- **Region:** North America
- **Founded:** 2020
- **Assets under management:** 250 (Altss estimate)

## Regulatory record

- **CRD number:** 150555
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150555

## About

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.

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- [Avadis Private Equity Monde XII](https://altss.com/profile/avadis-private-equity-monde-xii)
- [Finer Wealth Management](https://altss.com/profile/finer-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/baer-wealth-management-bwm

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