CRD: 297087
RW Baker Wealth Management Group LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-20-2018
- Office Locations
- 1
Office Locations
About RW Baker Wealth Management Group LLC
RW Baker Wealth Management Group is an independent RIA based in Cheyenne, WY, advising individuals, families, and nonprofits across Wyoming and beyond. Led by veteran advisor Rosalyn Baker (in the industry since 1983), the firm emphasizes long-term financial planning and risk-managed portfolio construction using ETFs, mutual funds, and fixed income. Notable focus on women investors, including educational events; custodies at Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROSALYN WALLACH BAKER
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #1078293
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Candice Jean Wisdom
--
- CRD
- #7664389
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $134,862,869 | $360,596 |
| Total | $134,862,869 | $360,596 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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