# Baobab Wealth Management

Baobab Wealth Management is a Bank / Wealth / Trust based in Anchorage, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Anchorage, United States
- **Region:** North America
- **Address:** North Venice, United States
- **Founded:** 2024
- **Assets under management:** $250k+
- **Website:** baobabwealth.com
- **LinkedIn:** https://www.linkedin.com/company/baobabwealthmanagement

## Regulatory record

- **CRD number:** 333561
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-01-28T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333561

## About

Baobab Wealth Management was established in 2024 as a US-based wealth manager and registered investment advisor. The firm delivers investment advisory services, financial planning, portfolio management, risk management, debt payment, and income tax planning. It serves individuals, trusts, estates, charitable organizations, corporations, and other business entities across North America. No additional offices, team size, or dated operational events from the last 24 months are disclosed in available records.

## Sectors

- Wealth Management
- Tax Planning
- Retirement Planning

## Questions

### What services does Baobab Wealth Management provide?

The firm offers investment advisory, financial planning, portfolio management, risk management, debt payment, and income tax planning.

### Who are the clients of Baobab Wealth Management?

Clients include individuals, trusts, estates, charitable organizations, corporations, and other business entities.

### When was Baobab Wealth Management founded?

The firm was established in 2024.

## Related profiles

- [Baobab Network](https://altss.com/profile/baobab-network)
- [Baojiehui Venture Capital](https://altss.com/profile/baojiehui-venture-capital)

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Last updated: 2026-07-10T20:19:40.000Z

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