Overview
Assets Under Management: $135 million
Headquarters: CHEYENNE, WY
High-Net-Worth Clients: 70
Average Client Assets: $2 million
Frequently Asked Questions
RW BAKER WEALTH MANAGEMENT GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297087), RW BAKER WEALTH MANAGEMENT GROUP LLC is subject to fiduciary duty under federal law.
RW BAKER WEALTH MANAGEMENT GROUP LLC is headquartered in CHEYENNE, WY.
RW BAKER WEALTH MANAGEMENT GROUP LLC serves 70 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, RW BAKER WEALTH MANAGEMENT GROUP LLC offers financial planning and portfolio management for individuals. View all service details ↓
RW BAKER WEALTH MANAGEMENT GROUP LLC manages $135 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, RW BAKER WEALTH MANAGEMENT GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.47
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 374
Non-Discretionary Accounts: 374
Regulatory Filings
CRD Number: 297087
Filing ID: 2045187
Last Filing Date: 2026-02-23 13:36:25