BAKER TILLY WEALTH MANAGEMENT, LLC
CRD #167811 SEC #801-119352 MADISON, WI 833-761-0673
SEC Registered
Total AUM
$4.6B
Discretionary
$2.2B
Employees
32
Clients
--
Accounts
2,165
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $4.6B | $2.2B | $2.4B | 32 | 15 |
| Aug 2025 | $4.6B | $2.2B | $2.4B | 32 | 15 |
| Jul 2025 | $4.6B | $2.2B | $2.4B | 28 | 15 |
| Mar 2025 | $4.4B | $2.2B | $2.2B | 27 | 23 |
| Dec 2024 | $4.4B | $2.2B | $2.2B | 27 | 23 |
| Jun 2024 | $4.4B | $2.2B | $2.2B | 27 | 23 |
| Feb 2024 | $4.8B | $2.8B | $2B | 37 | 21 |
| Dec 2023 | $4.8B | $2.8B | $2B | 37 | 21 |
| Aug 2023 | $4.8B | $2.8B | $2B | 37 | 21 |
| Mar 2023 | $3.9B | $2B | $1.9B | 45 | 32 |
| Jan 2023 | $3.9B | $2B | $1.9B | 45 | 32 |
| Dec 2022 | $3.9B | $2B | $1.9B | 45 | 32 |
| Sep 2022 | $3.9B | $2B | $1.9B | 45 | 32 |
| Aug 2022 | $3.9B | $2B | $1.9B | 45 | 32 |
| Aug 2022 | $3.9B | $2B | $1.9B | 45 | 32 |
| Dec 2021 | $3.1B | $1.9B | $1.2B | 45 | 32 |
| Aug 2021 | $2.4B | $1.2B | $1.2B | 35 | 14 |
| Jun 2021 | $2.5B | $943M | $1.5B | 30 | 7 |
| Mar 2021 | $2.5B | $943M | $1.5B | 30 | 7 |
| Mar 2021 | $2.5B | $943M | $1.5B | 30 | 7 |
| Dec 2020 | $2.5B | $943M | $1.5B | 30 | 7 |
| Nov 2020 | $680.1M | $653M | $27.1M | 21 | 7 |
| Oct 2020 | $260.3M | $260.3M | $0 | 6 | 7 |
| Aug 2020 | $260.3M | $260.3M | $0 | 6 | 7 |
| Aug 2020 | $260.3M | $260.3M | $0 | 6 | 7 |
| Jul 2020 | $260.3M | $260.3M | $0 | 6 | 7 |
DateSep 2025
Total AUM$4.6B
Discretionary$2.2B
Non-Disc.$2.4B
Employees32
Clients15
DateAug 2025
Total AUM$4.6B
Discretionary$2.2B
Non-Disc.$2.4B
Employees32
Clients15
DateJul 2025
Total AUM$4.6B
Discretionary$2.2B
Non-Disc.$2.4B
Employees28
Clients15
DateMar 2025
Total AUM$4.4B
Discretionary$2.2B
Non-Disc.$2.2B
Employees27
Clients23
DateDec 2024
Total AUM$4.4B
Discretionary$2.2B
Non-Disc.$2.2B
Employees27
Clients23
DateJun 2024
Total AUM$4.4B
Discretionary$2.2B
Non-Disc.$2.2B
Employees27
Clients23
DateFeb 2024
Total AUM$4.8B
Discretionary$2.8B
Non-Disc.$2B
Employees37
Clients21
DateDec 2023
Total AUM$4.8B
Discretionary$2.8B
Non-Disc.$2B
Employees37
Clients21
DateAug 2023
Total AUM$4.8B
Discretionary$2.8B
Non-Disc.$2B
Employees37
Clients21
DateMar 2023
Total AUM$3.9B
Discretionary$2B
Non-Disc.$1.9B
Employees45
Clients32
DateJan 2023
Total AUM$3.9B
Discretionary$2B
Non-Disc.$1.9B
Employees45
Clients32
DateDec 2022
Total AUM$3.9B
Discretionary$2B
Non-Disc.$1.9B
Employees45
Clients32
DateSep 2022
Total AUM$3.9B
Discretionary$2B
Non-Disc.$1.9B
Employees45
Clients32
DateAug 2022
Total AUM$3.9B
Discretionary$2B
Non-Disc.$1.9B
Employees45
Clients32
DateAug 2022
Total AUM$3.9B
Discretionary$2B
Non-Disc.$1.9B
Employees45
Clients32
DateDec 2021
Total AUM$3.1B
Discretionary$1.9B
Non-Disc.$1.2B
Employees45
Clients32
DateAug 2021
Total AUM$2.4B
Discretionary$1.2B
Non-Disc.$1.2B
Employees35
Clients14
DateJun 2021
Total AUM$2.5B
Discretionary$943M
Non-Disc.$1.5B
Employees30
Clients7
DateMar 2021
Total AUM$2.5B
Discretionary$943M
Non-Disc.$1.5B
Employees30
Clients7
DateMar 2021
Total AUM$2.5B
Discretionary$943M
Non-Disc.$1.5B
Employees30
Clients7
DateDec 2020
Total AUM$2.5B
Discretionary$943M
Non-Disc.$1.5B
Employees30
Clients7
DateNov 2020
Total AUM$680.1M
Discretionary$653M
Non-Disc.$27.1M
Employees21
Clients7
DateOct 2020
Total AUM$260.3M
Discretionary$260.3M
Non-Disc.$0
Employees6
Clients7
DateAug 2020
Total AUM$260.3M
Discretionary$260.3M
Non-Disc.$0
Employees6
Clients7
DateAug 2020
Total AUM$260.3M
Discretionary$260.3M
Non-Disc.$0
Employees6
Clients7
DateJul 2020
Total AUM$260.3M
Discretionary$260.3M
Non-Disc.$0
Employees6
Clients7