RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Michigan
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 1, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ZILKA, BETH, ANNEICHIEF COMPLIANCE OFFICERNA
ZILKA, BETH, ANNEITRUSTEE OF THE BETH A. ZILKA REVOCABLE LIVING TRUST DATED 11-22-2007, CHIEF COMPLIANCE OFFICERNA
ZILKA, BETH, ANNEITRUSTEE OF THE BETH A. ZILKA REVOCABLE LIVING TRUST DATED 11-22-2007, CHIEF COMPLIANCE OFFICERNA
ZILKA, BETH, ANNEITRUSTEE OF THE BETH A. ZILKA REVOCABLE LIVING TRUST DATED 11-22-2007, CHIEF COMPLIANCE OFFICERNA
ZILKA, BETH, ANNEITRUSTEE OF THE BETH A. ZILKA REVOCABLE LIVING TRUST DATED 11-22-2007, CHIEF COMPLIANCE OFFICERNA
ZILKA, BETH, ANNEITRUSTEE OF THE BETH A. ZILKA REVOCABLE LIVING TRUST DATED 11-22-2007, CHIEF COMPLIANCE OFFICERNA
BETH A. ZILKA REVOCABLE LIVING TRUST DATED 11-22-2007DETRUST, OWNER OF ALL VOTING SHARESE Control
BETH A. ZILKA REVOCABLE LIVING TRUST DATED 11-22-2007DETRUST, OWNER OF ALL VOTING SHARESE Control
BETH A. ZILKA REVOCABLE LIVING TRUST DATED 11-22-2007DETRUST, OWNER OF ALL VOTING SHARESE Control
BETH A. ZILKA REVOCABLE LIVING TRUST DATED 11-22-2007DETRUST, OWNER OF ALL VOTING SHARESE Control
BETH A. ZILKA REVOCABLE LIVING TRUST DATED 11-22-2007DETRUST, OWNER OF ALL VOTING SHARESE Control
BETH A. ZILKA REVOCABLE LIVING TRUST DATED 11-22-2007DETRUST, OWNER OF ALL VOTING SHARESE Control
ZILKA, BETH, ANNEIMEMBER, CHIEF COMPLIANCE OFFICERE Control
ZILKA, BETH, ANNEIMEMBER, CHIEF COMPLIANCE OFFICERE Control
ZILKA, BETH, ANNEIMEMBER, CHIEF COMPLIANCE OFFICERE Control
ZILKA, BETH, ANNEIMEMBER, CHIEF COMPLIANCE OFFICERE Control
ZILKA, BETH, ANNEIMEMBER, CHIEF COMPLIANCE OFFICERE Control
ZILKA, BETH, ANNEIMEMBER, CHIEF COMPLIANCE OFFICERE Control
ZILKA, BETH, ANNEIMEMBER, CHIEF COMPLIANCE OFFICERE Control
ZILKA, BETH, ANNEIMEMBER, CHIEF COMPLIANCE OFFICERE Control
ZILKA, BETH, ANNEIMEMBER, CHIEF COMPLIANCE OFFICERE Control
ZILKA, BETH, ANNEIMEMBER, CHIEF COMPLIANCE OFFICERE Control
ZILKA, BETH, ANNEIMEMBER, CHIEF COMPLIANCE OFFICERE Control
ZILKA, BETH, ANNEIMEMBER, CHIEF COMPLIANCE OFFICERE Control
ANDREAS, AARON, RAYIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
ANDREAS, AARON, RAYIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
ANDREAS, AARON, RAYIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
ANDREAS, AARON, RAYIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
ANDREAS, AARON, RAYIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
ANDREAS, AARON, RAYIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
ANDREAS, AARON, RAYIMEMBER AND CHIEF COMPLIANCE OFFICERD Control
ZILKA, BETH, ANNEIMEMBERD Control
ZILKA, BETH, ANNEIMEMBERD Control
ZILKA, BETH, ANNEIMEMBERD Control
ZILKA, BETH, ANNEIMEMBERD Control
ZILKA, BETH, ANNEIMEMBERD Control
ZILKA, BETH, ANNEIMEMBER, CHIEF COMPLIANCE OFFICERD Control
ZILKA, BETH, ANNEIMEMBER, CHIEF COMPLIANCE OFFICERD Control
ZILKA, BETH, ANNEIMEMBERD Control
ZILKA, BETH, ANNEIMEMBERD Control
ZILKA, BETH, ANNEIMEMBER, CHIEF COMPLIANCE OFFICERD Control
ZILKA, BETH, ANNEIMEMBER, CHIEF COMPLIANCE OFFICERD Control
ZILKA, BETH, ANNEIMEMBER, CHIEF COMPLIANCE OFFICERD Control
ZILKA, BETH, ANNEIMEMBER, CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Dec 1, 2025 REGISTERED

Notice Filings (4)

FL MI OH TX

Address

1441 W. LONG LAKE ROAD
SUITE 240
TROY, MI 48098
United States
Phone: (248) 251-0161