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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Alpha ridge
- Established Date
- 01-28-2022
- Office Locations
- 1
Office Locations
About Baker Wealth Group LLC
Baker Wealth Group is a fee-only, independent wealth manager providing comprehensive planning and investment management, integrating tax projections, healthcare costs, and estate/generational wealth planning. The firm serves entrepreneurs and retirees with a high-touch, proactive service model and personalized plans built with top-tier planning tools. Client assets are custodied at Charles Schwab, and portfolios commonly use ETFs, mutual funds, and fixed income.
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Owner & Executives
TYLER STEVEN BAKER
Chief Compliance Officer, Financial Advisor, General Partner, MANAGING PRINCIPAL
- CRD
- #6785009
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,392,580 | -- |
| Non-Discretionary | $1,484,348 | -- |
| Total | $42,876,928 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,876,928
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $245,111,436 | 21.3% |
| Equity - Exchange | $156,503,076 | 13.6% |
| Corporate - Investment Grade | $256,619,015 | 22.3% |
| Municipal Bonds | $150,749,287 | 13.1% |
| Cash | $97,814,423 | 8.5% |
| U.S. Government/Agency | $243,960,678 | 21.2% |
| Total | $1,150,757,915 | 100.0% |