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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Eagle waveHorizon +more
- Established Date
- 10-08-2024
- Office Locations
- 1
Office Locations
About Baobab Wealth Management
Baobab Wealth Management is a fee-based, fiduciary RIA providing comprehensive financial planning and investment management, specializing in tax-efficient retirement income planning for investors in the 10 years before and early years of retirement. The firm also serves globally minded clients, including Americans living abroad and foreigners in the U.S., using diversified, low-cost ETF portfolios. Founder Jimmy Miller is author of "Divorce the IRS" and hosts the "Abroad in America" podcast; assets are held at institutions such as Charles Schwab.
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Owner & Executives
JAMES GORDON MILLER
Co-Owner
- CRD
- #4277523
- Ownership
- 50% but less than 75%
Sonja Marleen Puetzer
Chief Compliance Officer, Owner
- CRD
- #6898035
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,391,370 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,391,370 | -- |
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Separately Managed Accounts
Total SMA Asset: $70,391,370
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $291,797,019 | 6.0% |
| Other | $928,887,177 | 19.1% |
| Cash | $452,285,379 | 9.3% |
| Corporate - Investment Grade | $1,235,274,047 | 25.4% |
| Equity - Exchange | $705,176,129 | 14.5% |
| U.S. Government/Agency | $1,249,863,898 | 25.7% |
| Total | $4,863,283,649 | 100.0% |