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Multi-Family OfficeRIA · CRD 311041State-Registered Investment Adviser

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Baker Wealth Advisors

BAKER WEALTH ADVISORS, LLC. is a state-registered investment adviser with $4 million in regulatory assets under management. The firm has 1 employee and 1...

Overview

BAKER WEALTH ADVISORS, LLC. is a state-registered investment adviser with $4 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

unknown

Corporate office

unknown

Frequently asked questions

Who runs investment decisions at Baker Wealth Advisors?

No named investment decision-makers have been publicly identified for Baker Wealth Advisors. The firm's leadership structure is not disclosed in any available public record or regulatory filing.

What is the firm's AUM or total assets under management?

Baker Wealth Advisors does not publicly disclose its AUM. No figure has appeared in any industry publication, regulatory filing, or the firm's own communications.

What investment stages or asset classes does the firm typically target?

Public information does not specify any targeted asset classes, investment stages, or geographic preferences. The firm's strategy remains undisclosed.

Does the firm participate in fund commitments or direct deals?

There is no public evidence of Baker Wealth Advisors participating in fund commitments, direct investments, co-investments, or any specific deal activity. The firm's investment strategy is not documented.

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