MOLLY B INVESTMENT GROUP LLC
Legal name: BAER WEALTH MANAGEMENT
CRD #150555 SEC #801-118667 MARIETTA, GA 770-984-2312
SEC Registered
Total AUM
$294.3M
Discretionary
$294.3M
Employees
2
Clients
101
Accounts
657
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $294.3M | $294.3M | $0 | 2 | 8 |
| Mar 2025 | $294.3M | $294.3M | $0 | 2 | 8 |
| Apr 2024 | $249.7M | $249.7M | $0 | 2 | 10 |
| Feb 2023 | $236.2M | $236.2M | $0 | 4 | 0 |
| Mar 2022 | $261.7M | $261.7M | $0 | 4 | 0 |
| Aug 2021 | $247M | $247M | $0 | 4 | 0 |
| Mar 2021 | $187.6M | $187.6M | $0 | 4 | 0 |
| Jun 2020 | $109M | $109M | $0 | 4 | 151 |
| Apr 2020 | $109M | $109M | $0 | 4 | 151 |
DateApr 2025
Total AUM$294.3M
Discretionary$294.3M
Non-Disc.$0
Employees2
Clients8
DateMar 2025
Total AUM$294.3M
Discretionary$294.3M
Non-Disc.$0
Employees2
Clients8
DateApr 2024
Total AUM$249.7M
Discretionary$249.7M
Non-Disc.$0
Employees2
Clients10
DateFeb 2023
Total AUM$236.2M
Discretionary$236.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$261.7M
Discretionary$261.7M
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees4
Clients151
DateApr 2020
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees4
Clients151