# Baucom Wealth Management

Baucom Wealth Management is a Multi Family Office based in Concord, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Concord, United States
- **Assets under management:** Undisclosed
- **Website:** baucomwealth.com
- **LinkedIn:** https://www.linkedin.com/company/baucom-wealth-management

## Regulatory record

- **CRD number:** 332763
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332763

## About

Baucom Wealth Management provides investment management and strategic wealth planning tailored to each client's situation. The firm strives to be its clients' trusted advisor. As a financial services firm, its primary focus is to provide professional opinions designed to help pursue long term investment results.

## People

- David Baucom

## Questions

### Is Baucom Wealth Management a direct investor in private companies?

No. The firm's disclosed model is that of a portfolio allocator, not a principal investor. Baucom does not publicly claim to lead venture rounds, acquire real estate directly, or operate a balance-sheet private equity strategy. Its alternative exposure is achieved through packaged products sourced externally.

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Last updated: 2026-08-11T15:06:13.093Z

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