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

Clients

Accounts

2,165

Firm Details

Organization Type: Limited Liability Company
State of Formation: Wisconsin
Fiscal Year End: MAY
Registration Date: --
Latest Filing: Sep 26, 2025
Branch Offices: 8

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
DROEGE, CHARLES	I	CHIEF FINANCIAL OFFICER	NA	Control
Meiners, Theresa	I	VICE PRESIDENT	NA	Control
Meiners, Theresa	I	VICE PRESIDENT	NA	Control
Meiners, Theresa	I	VICE PRESIDENT	NA	Control
Meiners, Theresa	I	VICE PRESIDENT	NA	Control
Meiners, Theresa	I	VICE PRESIDENT	NA	Control
Meiners, Theresa	I	VICE PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
O'NEILL, JOSEPH	I	PRESIDENT	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
Olson, Barbara, R	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SHAWVER, JERE	I	VICE PRESIDENT	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
SIMMERMAN, KEVIN	I	CHIEF OPERATING OFFICER	NA	Control
WALKER, THOMAS, FRANCIS	I	PRESIDENT	NA	Control
WALKER, THOMAS, FRANCIS	I	PRESIDENT	NA	Control
WALKER, THOMAS, FRANCIS	I	PRESIDENT	NA	Control
WALKER, THOMAS, FRANCIS	I	PRESIDENT	NA	Control
WALKER, THOMAS, FRANCIS	I	PRESIDENT	NA	Control
WALKER, THOMAS, FRANCIS	I	PRESIDENT	NA	Control
BAKER TILLY ADVISORY GROUP, LP	DE	MANAGING MEMBER	E	Control
BAKER TILLY ADVISORY GROUP, LP	DE	MANAGING MEMBER	E	Control
BAKER TILLY ADVISORY GROUP, LP	DE	MANAGING MEMBER	E	Control
BAKER TILLY ADVISORY GROUP, LP	DE	MANAGING MEMBER	E	Control
BAKER TILLY ADVISORY GROUP, LP	DE	MANAGING MEMBER	E	Control
BAKER TILLY ADVISORY GROUP, LP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control
BAKER TILLY US, LLP	DE	MANAGING MEMBER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BAKER TILLY ADVISORY GROUP INTERMEDIATE, LP	DE	BAKER TILLY ADVISORY GROUP, LP	E	Control
BAKER TILLY ADVISORY GROUP INTERMEDIATE, LP	DE	BAKER TILLY ADVISORY GROUP, LP	E	Control
BAKER TILLY ADVISORY GROUP PARENT, LP	DE	BAKER TILLY ADVISORY GROUP INTERMEDIATE, LP	E	Control
BAKER TILLY ADVISORY GROUP PARENT, LP	DE	BAKER TILLY ADVISORY GROUP INTERMEDIATE, LP	E	Control
H&F WATERLOO HOLDINGS, INC.	DE	H&F WATERLOO AIV II, L.P.	E	Control
H&F WATERLOO HOLDINGS, INC.	DE	H&F WATERLOO AIV II, L.P.	E	Control
H&F WATERLOO AIV II, L.P.	DE	H&F WATERLOO HOLDINGS, L.P.	C	Control
H&F WATERLOO AIV II, L.P.	DE	H&F WATERLOO HOLDINGS, L.P.	C	Control
H&F WATERLOO HOLDINGS, L.P.	DE	BAKER TILLY ADVISORY GROUP PARENT, LP	C	Control
H&F WATERLOO HOLDINGS, L.P.	DE	BAKER TILLY ADVISORY GROUP PARENT, LP	C	Control
HELLMAN & FRIEDMAN CAPITAL PARTNERS X (PARALLEL), L.P.	FE	H&F WATERLOO HOLDINGS, INC.	C	Control
HELLMAN & FRIEDMAN CAPITAL PARTNERS X (PARALLEL), L.P.	FE	H&F WATERLOO HOLDINGS, INC.	C	Control
HELLMAN & FRIEDMAN CAPITAL PARTNERS X, L.P.	FE	H&F WATERLOO HOLDINGS, L.P.	C	Control
HELLMAN & FRIEDMAN CAPITAL PARTNERS X, L.P.	FE	H&F WATERLOO HOLDINGS, L.P.	C	Control

Registrations

Federal

Sep 26, 2025 REGISTERED

Notice Filings (26)

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Address

4807 INNOVATE LANE
MADISON, WI 53718
United States

Phone: 833-761-0673