BARON WEALTH MANAGEMENT, LLC
CRD #153117 SEC #801-71168 TROY, MI (248) 251-0161
SEC Registered
Total AUM
$702.1M
Discretionary
$702.1M
Employees
6
Clients
101
Accounts
670
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $702.1M | $702.1M | $0 | 6 | 18 |
| Mar 2025 | $702.1M | $702.1M | $0 | 6 | 18 |
| Mar 2025 | $626.5M | $626.5M | $0 | 6 | 12 |
| May 2024 | $626.5M | $626.5M | $0 | 6 | 12 |
| Mar 2024 | $626.5M | $626.5M | $0 | 6 | 12 |
| Sep 2023 | $498.8M | $489.8M | $9M | 6 | 11 |
| Apr 2023 | $498.8M | $489.8M | $9M | 6 | 11 |
| Mar 2023 | $498.8M | $489.8M | $9M | 6 | 11 |
| Mar 2022 | $569.9M | $557.3M | $12.6M | 5 | 12 |
| Mar 2021 | $435.7M | $428.6M | $7.2M | 5 | 2 |
| Jun 2020 | $397M | $391.1M | $5.9M | 5 | 2 |
| Feb 2020 | $397M | $391.1M | $5.9M | 5 | 2 |
| Mar 2019 | $333.4M | $325.9M | $7.5M | 4 | 0 |
| Mar 2018 | $300.9M | $289M | $11.9M | 6 | 0 |
| Mar 2017 | $232.8M | $219.1M | $13.7M | 3 | 26 |
| Jun 2016 | $210.8M | $199.4M | $11.4M | 3 | 26 |
| Mar 2016 | $210.8M | $199.4M | $11.4M | 2 | 26 |
| Apr 2015 | $197.6M | $186.8M | $10.8M | 2 | 26 |
| Mar 2015 | $197.6M | $186.8M | $10.8M | 2 | 26 |
| Sep 2014 | $177.2M | $172.3M | $4.8M | 2 | 26 |
| May 2014 | $177.2M | $172.3M | $4.8M | 1 | 26 |
| Mar 2014 | $177.2M | $172.3M | $4.8M | 1 | 26 |
| Mar 2013 | $310.6M | $295.3M | $15.4M | 3 | 26 |
| Sep 2012 | $236.5M | $218.4M | $18.1M | 1 | 26 |
| Mar 2012 | $236.5M | $218.4M | $18.1M | 1 | 26 |
| Mar 2011 | $183.5M | $151.7M | $31.9M | 5 | -- |
| Feb 2011 | $90M | $29.6M | $60.4M | 5 | -- |
| Jun 2010 | $90M | $29.6M | $60.4M | 5 | -- |
DateDec 2025
Total AUM$702.1M
Discretionary$702.1M
Non-Disc.$0
Employees6
Clients18
DateMar 2025
Total AUM$702.1M
Discretionary$702.1M
Non-Disc.$0
Employees6
Clients18
DateMar 2025
Total AUM$626.5M
Discretionary$626.5M
Non-Disc.$0
Employees6
Clients12
DateMay 2024
Total AUM$626.5M
Discretionary$626.5M
Non-Disc.$0
Employees6
Clients12
DateMar 2024
Total AUM$626.5M
Discretionary$626.5M
Non-Disc.$0
Employees6
Clients12
DateSep 2023
Total AUM$498.8M
Discretionary$489.8M
Non-Disc.$9M
Employees6
Clients11
DateApr 2023
Total AUM$498.8M
Discretionary$489.8M
Non-Disc.$9M
Employees6
Clients11
DateMar 2023
Total AUM$498.8M
Discretionary$489.8M
Non-Disc.$9M
Employees6
Clients11
DateMar 2022
Total AUM$569.9M
Discretionary$557.3M
Non-Disc.$12.6M
Employees5
Clients12
DateMar 2021
Total AUM$435.7M
Discretionary$428.6M
Non-Disc.$7.2M
Employees5
Clients2
DateJun 2020
Total AUM$397M
Discretionary$391.1M
Non-Disc.$5.9M
Employees5
Clients2
DateFeb 2020
Total AUM$397M
Discretionary$391.1M
Non-Disc.$5.9M
Employees5
Clients2
DateMar 2019
Total AUM$333.4M
Discretionary$325.9M
Non-Disc.$7.5M
Employees4
Clients0
DateMar 2018
Total AUM$300.9M
Discretionary$289M
Non-Disc.$11.9M
Employees6
Clients0
DateMar 2017
Total AUM$232.8M
Discretionary$219.1M
Non-Disc.$13.7M
Employees3
Clients26
DateJun 2016
Total AUM$210.8M
Discretionary$199.4M
Non-Disc.$11.4M
Employees3
Clients26
DateMar 2016
Total AUM$210.8M
Discretionary$199.4M
Non-Disc.$11.4M
Employees2
Clients26
DateApr 2015
Total AUM$197.6M
Discretionary$186.8M
Non-Disc.$10.8M
Employees2
Clients26
DateMar 2015
Total AUM$197.6M
Discretionary$186.8M
Non-Disc.$10.8M
Employees2
Clients26
DateSep 2014
Total AUM$177.2M
Discretionary$172.3M
Non-Disc.$4.8M
Employees2
Clients26
DateMay 2014
Total AUM$177.2M
Discretionary$172.3M
Non-Disc.$4.8M
Employees1
Clients26
DateMar 2014
Total AUM$177.2M
Discretionary$172.3M
Non-Disc.$4.8M
Employees1
Clients26
DateMar 2013
Total AUM$310.6M
Discretionary$295.3M
Non-Disc.$15.4M
Employees3
Clients26
DateSep 2012
Total AUM$236.5M
Discretionary$218.4M
Non-Disc.$18.1M
Employees1
Clients26
DateMar 2012
Total AUM$236.5M
Discretionary$218.4M
Non-Disc.$18.1M
Employees1
Clients26
DateMar 2011
Total AUM$183.5M
Discretionary$151.7M
Non-Disc.$31.9M
Employees5
Clients--
DateFeb 2011
Total AUM$90M
Discretionary$29.6M
Non-Disc.$60.4M
Employees5
Clients--
DateJun 2010
Total AUM$90M
Discretionary$29.6M
Non-Disc.$60.4M
Employees5
Clients--