# BAKER WEALTH GROUP

BAKER WEALTH GROUP is an Asset Manager based in LaGrange, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** LaGrange, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** bakerwealthgroup.com
- **LinkedIn:** https://www.linkedin.com/company/baker-wealth-group-llc

## Regulatory record

- **CRD number:** 317841
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317841

## About

BAKER WEALTH GROUP LLC is a state-registered investment adviser in LAGRANGE, GA. The firm manages $43 million in assets, $41 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### How does BAKER WEALTH GROUP charge for its services?

The firm primarily charges fees based on a percentage of assets under management, a common structure for registered investment advisors. It also offers hourly and fixed-fee arrangements for standalone financial planning and consulting services.

### What investment strategies does BAKER WEALTH GROUP employ?

The firm employs a diversified asset allocation approach grounded in modern portfolio theory and fundamental analysis. Portfolios are tailored to individual client mandates, with typical exposure to equities, fixed income, and cash equivalents.

### Does BAKER WEALTH GROUP manage any proprietary funds or pooled vehicles?

There is no public record of BAKER WEALTH GROUP managing proprietary commingled investment vehicles or institutional-scale separate accounts. Its regulatory filings describe discretionary management of individual client portfolios.

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Last updated: 2026-08-14T12:30:00.000Z

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