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- Custodian
- Ascensus · Charles Schwab & Company · Reliance Trust Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-18-2009
- Office Locations
- 1
Office Locations
About Baer Wealth Management
Baer Wealth Management is a Marietta (East Cobb), GA RIA providing personalized financial planning and “personal CFO” style wealth management, with a stated focus on business owners. The team supports entrepreneurs and retirees with portfolio construction, retirement planning, insurance, and estate/charitable planning. Portfolios emphasize asset allocation using ETFs and public funds alongside fixed income. Custody includes Charles Schwab, and the firm uses Advyzon.
Reported data analysis
What the numbers show
Between April 24, 2025 and March 24, 2026, reported AUM increased 13.7%, from $294.3M to $334.7M.
Across 5 reported observations, AUM increased 27.9% between March 15, 2022 and March 24, 2026, from $261.7M to $334.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 318 clients, or 159 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
MOLLY E. BAER
Managing Member, President
- CRD
- --
- Ownership
- 75% or more
KENNETH JAMES BAER
Chief Compliance Officer
- CRD
- #4808528
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Lisa Kay Helin
PERSONAL WEALTH ADVISOR
- CRD
- #7898852
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $334,729,000 | $533,008 |
| Non-Discretionary | $0 | -- |
| Total | $334,729,000 | $533,008 |
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Separately Managed Accounts
SMA allocation detail is available
Baer Wealth Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.