Baron Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Baron Wealth Management reports 145 clients. They include 104 high-net-worth individuals, 40 individual clients and 1 corporate or other business client. Of its assets, 100.0% ($847M across 736 accounts) are managed with discretion. It advised 12 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 28% | 2% |
| High-net-worth individuals | 72% | 97% |
| Corporations and other businesses | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 40 | $14.5M | 1.7% | $362K |
| High-net-worth individuals | 104 | $822M | 97.1% | $7.91M |
| Corporations and other businesses | 1 | $10.1M | 1.2% | $10.1M |
| Total | 145 | $847M | 100% | $5.84M |
- Clients
- 40
- Regulatory AUM
- $14.5M
- AUM share
- 1.7%
- Avg. per client
- $362K
- Clients
- 104
- Regulatory AUM
- $822M
- AUM share
- 97.1%
- Avg. per client
- $7.91M
- Clients
- 1
- Regulatory AUM
- $10.1M
- AUM share
- 1.2%
- Avg. per client
- $10.1M
Total
- Clients
- 145
- Regulatory AUM
- $847M
- AUM share
- 100%
- Avg. per client
- $5.84M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 12
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Baron Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Consultation Services
- Hourly fees with a minimum of $250 an hour, or a project fee based on the hourly rate; a retainer of half the project fee may be required.
Beth A. Zilka Revocable Living Trust Dated 11-22- 2007 owns 75% or more of Baron Wealth Management. The leadership team of Baron Wealth Management includes Chief Compliance Officer Beth Zilka. It has 6 employees, 3 of them in advisory roles.
Staff
- 6 employees
- 3 in advisory functions
- 5 state-registered reps
- 2 insurance agents
- Owns 75% or more of Baron Wealth Management, LLC
Beth A. Zilka Revocable Living Trust Dated 11-22- 2007
Control person · since March 2024
- Owns 75% or more of Baron Wealth Management, LLC
Beth A. Zilka Revocable
Control person · since March 2024
Baron Wealth Management’s regulatory assets grew 1.9× from $436M (March 2021) to $847M (March 2026); clients rose from 136 to 145 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $847M | 145 | 6 | 1 |
| Mar 2025March 2025 | $702M | 141 | 6 | 1 |
| May 2024May 2024 | $627M | 133 | 6 | 1 |
| Apr 2023April 2023 | $499M | 128 | 6 | 1 |
| Mar 2022March 2022 | $570M | 124 | 5 | 1 |
| Mar 2021March 2021 | $436M | 136 | 5 | 1 |
Besides its headquarters, Baron Wealth Management has 0 offices, with 1 listed address in 1 state.
Michigan · 1 listed address
- 1441 W. Long Lake Road, Suite 240, TroyHQ
Contact and registration details
- Legal name
- Baron Wealth Management, LLC
- Headquarters
- 1441 W. Long Lake Road, Suite 240, Troy, MI 48098
- Website
- baron-wealth.com
- Phone
- 248-251-0161
- @baron-wealth-management
- SEC file
- 801-71168
- Structure
- Michigan LLC
- Fiscal year end
- December
Baron Wealth Management’s named custodians for separately managed accounts are Fidelity ($460M, 56%) and Charles Schwab ($364M, 44%). Baron Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $364M44%
- FidelityFidelity Distributors Company LLC · Smithfield, RI · $460M56%
At year end, Baron Wealth Management’s separately managed accounts were mostly in funds (59%) and stocks (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $386M across 304 positions; the largest are iShares TR (16.0%), Mfs Active Exchange Traded F (8.4%) and Franklin Templeton ETF TR (8.3%).
What the accounts hold
- Stocks23%
- Funds59%
- Registered funds56%
- Pooled vehicles3%
- Bonds12%
- Cash5%
- Other1%
- Annuities1%
How many clients does Baron Wealth Management have?
Baron Wealth Management has 145 clients and manages $847 million for them, as of March 2026. They include 104 high-net-worth individuals, 40 individual clients and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Baron Wealth Management offer?
Baron Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Baron Wealth Management use?
Baron Wealth Management’s separately managed account assets are held at Fidelity Distributors Company LLC (Smithfield, RI), with $460M and Charles Schwab & Co., Inc. (San Francisco, CA), with $364M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does Baron Wealth Management have?
Baron Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Baron Wealth Management invest in?
At the end of its last fiscal year, Baron Wealth Management’s separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 12% state and local bonds, 5% cash and equivalents, 3% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Baron Wealth Management?
Baron Wealth Management’s direct owners are Beth A. Zilka Revocable Living Trust Dated 11-22- 2007 (75% or more) and Beth A. Zilka Revocable (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Baron Wealth Management get paid?
Baron Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Baron Wealth Management?
Baron Wealth Management’s main office is at 1441 W. Long Lake Road, Suite 240, Troy, MI 48098. Its phone number is 248-251-0161. Its website is baron-wealth.com.