$4.3M Total AUM
$4.3M Disc. AUM
-- 3Y CAGR
1 Employees
113 ADV. Clients
5 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Radial
- Established Date
- 04-16-2021
- Office Locations
- 1
Office Locations
-- Johns Island SC
About Baker Wealth Advisors, Llc.
Baker Wealth Advisors, LLC is an independent fiduciary RIA providing investment management and comprehensive financial planning for individuals and families navigating career, marriage, business, and retirement milestones. The firm aims to simplify complex investment options with a goal-focused approach that includes ETFs and other public funds. Custodied with SEI.
Team overview
46 AVG AGE
$4.3M AVG AUM / ADVISOR
$37.8K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Element oak Delta delta
Client Personas
Ridge
Custodian
Prime wave Bridge
Investment Themes
North pathway Ember eagle Bridge matrix
Investment Vehicles
Ridge
Services
Focus Element Prime Element Crest Unison zenith Ridge ember Fusion
Technology
Zenith
Owner & Executives
SHANNON LEE BAKER
Financial Advisor
- CRD
- #3252960
- Ownership
- 75% or more
(247) 412-9728
pioneer.atlas@oakcapital.com
in linkedin.com/in/radial-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,272,119 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,272,119 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,272,119
Equity - Exchange:
29.6% Public Funds:
34.2% Cash:
9.6% Municipal Bonds:
26.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,248,696,100 | 29.6% |
| Public Funds | $1,442,750,223 | 34.2% |
| Cash | $404,982,519 | 9.6% |
| Municipal Bonds | $1,122,139,062 | 26.6% |
| Total | $4,218,567,904 | 100.0% |