# Baker Tilly Wealth Management

Baker Tilly Wealth Management is a Bank / Wealth / Trust based in Madison, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Madison, United States
- **Region:** North America
- **Founded:** 2013
- **Assets under management:** 2800 (Altss estimate)
- **Website:** bakertilly.com
- **LinkedIn:** https://uk.linkedin.com/company/baker-tilly-international

## About

Baker Tilly Wealth Management was established in 2013 and maintains its headquarters in Madison, Wisconsin. It operates as the wealth management division of the Baker Tilly accounting network. The firm executes investment advisory mandates on both discretionary and non-discretionary bases. Its listed strategies include venture capital exposure alongside traditional asset management. Geographic reach centers on the United States with no additional offices disclosed in current records. Team size and professional headcount remain unreported. No adjacent philanthropic vehicles or club memberships appear in available data. No operational events from the last 24 months have been identified. The firm’s placement within an established accounting partnership supplies integrated tax and audit access that standalone wealth managers lack.

## Sectors

- Venture Capital

## Questions

### Who runs investment decisions at Baker Tilly Wealth Management?

No named investment committee or lead portfolio manager is disclosed in public records.

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

Public strategy tags list venture capital exposure, yet no specific fund commitments or direct holdings are identified.

### What investment stages does Baker Tilly Wealth Management typically target?

No stage preferences or minimum check sizes are published in available sources.

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

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

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology