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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Baron Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Baron Wealth Management invest in?","answer":"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. 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