# Bagby Wealth Management

Bagby Wealth Management is an Asset Manager based in Dexter, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Dexter, United States
- **Region:** North America
- **Address:** Dexter, MO, United States
- **Founded:** 1984
- **Assets under management:** 36 (Altss estimate)
- **Website:** www.bagbywealth.com
- **LinkedIn:** https://www.linkedin.com/company/bagby-wealth-management

## Regulatory record

- **CRD number:** 117828
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117828

## About

Bagby Wealth Management was established in 1994 in Dexter, Missouri. It functions as a US-based wealth manager delivering financial advisory and investment management. The firm provides advisory and management services to its clients. No public information details asset-class allocations, named holdings, co-investors, or geographic reach beyond its headquarters location. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months appear in available records. The firm maintains a conventional wealth-manager structure with no disclosed hybrid vehicles, club arrangements, or succession details that would differentiate it from peer regional advisors.

## Questions

### Who runs investment decisions at Bagby Wealth Management?

No named principals or investment committee members are identified in public records.

### Does Bagby Wealth Management participate in fund commitments or only direct deals?

Available information does not specify whether the firm uses fund commitments, direct investments, or other structures.

### What investment stages does Bagby Wealth Management typically target?

No information on target stages or asset classes has been disclosed.

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- [Alternative Fund Advisors](https://altss.com/profile/alternative-fund-advisors-afa)
- [Oak Foundation](https://altss.com/profile/oak-foundation)

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Last updated: 2026-07-08T21:14:28.939Z

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

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