$846.8M Total AUM
$846.8M Disc. AUM
-- 3Y CAGR
6 Employees
157 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-03-2010
- Office Locations
- 1
Office Locations
1441 W. Long Lake Road Suite 240 Troy MI
About Baron Wealth Management, LLC
Baron Wealth Management is a Michigan-based RIA that acts as a “family CFO,” integrating comprehensive financial planning and portfolio management through a single point of contact and team-based service. Its investment philosophy emphasizes long-term decisions to preserve and grow client wealth, using a mix of public funds, ETFs, and municipal bonds. Custody includes Schwab and Fidelity.
Team overview
28 AVG AGE
$282.3M AVG AUM / ADVISOR
$5.4M AVG AUM / CLIENT
5.9 yrs AVG TENURE
6 Employees
3 Advisory Reps
5 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
BETH ANNE ZILKA
Managing Director
- CRD
- #4382704
- Ownership
- Less than 5%
Available
Available
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EMILY LORRAINE CHLUDZINSKI
--
- CRD
- #6474804
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JOSEPH DANIEL LASSLETT
Senior Wealth Advisor
- CRD
- #5939208
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $846,778,426 | $1,150,514 |
| Non-Discretionary | $0 | -- |
| Total | $846,778,426 | $1,150,514 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Private Funds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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