Beth Zilka has been Trustee of the Beth A. Zilka Revocable Living Trust Dated 11-22-2007, Chief Compliance Officer of Baron Wealth Management since February 2010, is not listed as a control person, but directly owns under 5% of the firm. Beth Zilka holds a Bachelor of Arts (emphasis in Finance) from Hillsdale College and a Master of Business Administration (MBA) (emphasis in Accounting) from Walsh College.
Baron Wealth Management, LLC is a Troy, MI firm with $847M under management, 145 clients and 3 advisers in one office, as of its March 2026 filing.
Beth Zilka is Founder of Baron Wealth Management, based in Troy, MI. She was Managing Director of the private equity business at Nantucket Capital Management, LLC, and joined The Ayco Company, LP (A Goldman Sachs Company) in 2003, where she focused on assisting executives of Fortune 500 companies in financial matters. In 2010 she established Baron Wealth Management.
- Baron Wealth Management, LLCCurrent– present · 16 yearsTroy, MI · Adviser representative · Firm CRD 153117
Investment adviser representative registrations
Beth Zilka is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2010; the most recent is Texas, in March 2012.
- MichiganSince 3 May 2010
- TexasResidentSince 30 March 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 April 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 August 2002 |
| Series 7 | General Securities Representative Examination | 18 June 2002 |
| Series 28 | Introducing Broker/Dealer Financial Operations Principal Examination | 25 May 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Introducing Broker/Dealer Financial Operations Principal Examination
- Full name
- Beth Anne Zilka
- CRD
- 4382704
- Firm
- Baron Wealth Management · CRD 153117
- Role
- Trustee of the Beth A. Zilka Revocable Living Trust Dated 11-22-2007, Chief Compliance Officer
- Office
- 1441 W. LONG LAKE ROAD, SUITE 240, Troy, MI 48098
- Registration
- Investment adviser registration
- In the industry since
- May 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- baron-wealth.com
Where does Beth Zilka work?
Beth Zilka has been Trustee of the Beth A. Zilka Revocable Living Trust Dated 11-22-2007, Chief Compliance Officer of Baron Wealth Management, LLC since February 2010.
Is Beth Zilka a financial advisor?
Yes. Beth Zilka has a current investment-adviser registration in Michigan and Texas, through Baron Wealth Management since May 2010.
How many years of experience does Beth Zilka have?
Beth Zilka has 16 years in the financial industry, since May 2010, across 1 adviser firm.
What exams has Beth Zilka passed?
Beth Zilka has passed 4 licensing exams: the Series 28, Series 7, Series 63 and Series 65. The earliest, the Series 28, was passed in May 2001.
Where is Beth Zilka based?
Beth Zilka’s registered office is in Troy, MI.
Is Beth Zilka registered with FINRA?
No. Beth Zilka has no current broker registration.
How can I verify Beth Zilka’s record?
Search CRD 4382704 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Beth Zilka’s full registration record.