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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-25-2025
- Office Locations
- 2
Office Locations
About Wismar Financial
Wismar Financial is a family-owned advisory firm with 25+ years in the financial industry, offering holistic financial planning and investment management for individuals and families. Services include retirement planning, tax efficiency, estate/trust and charitable strategies, plus life insurance and annuity guidance. The team emphasizes diversification with active monitoring and frequently implements portfolios with ETFs. Based in Carlsbad, CA, with transparent pricing options (hourly, flat fee, or AUM-based).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT JAY BAKER
President
- CRD
- #3100188
- Ownership
- 50% but less than 75%
Aaron Jerome Baker
Chief Compliance Officer
- CRD
- #8036691
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,572,348 | -- |
| Non-Discretionary | $937,079 | -- |
| Total | $5,509,427 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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