# Baron Wealth Management

Baron Wealth Management is a RIA based in Troy, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Troy, United States
- **Region:** North America
- **Address:** Troy, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** baron-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/baron-wealth-management

## Regulatory record

- **CRD number:** 153117
- **SEC file number:** 801-71168
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153117

## About

Baron Wealth Management was established in 2010 as a US-based wealth manager. It delivers advisory services focused on financial planning and retirement needs. The firm advises individuals, trusts, estates, and business entities. No specific asset classes, portfolio holdings, or geographic deployment details appear in available records. No team size, additional offices, or recent operational events from the last 24 months are recorded. No adjacent vehicles or philanthropic structures are disclosed. The firm operates as a standard wealth advisory practice without documented hybrid structures or succession details.

## Questions

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

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

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

Available information does not specify fund commitments, direct deals, or co-investments.

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

No investment stage preferences are stated in the source material.

### How is Baron Wealth Management related to any parent or affiliated vehicle?

No parent, spinout, or affiliated entities are identified.

## Related profiles

- [Baron Capitale & Wealth Management Services](https://altss.com/profile/baron-capitale-wealth-management-services)
- [Baro Ventures](https://altss.com/profile/baro-ventures)

---

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

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

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