# Baer Wealth Management

> Baer Wealth Management is an SEC-registered investment advisory firm in Marietta, GA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 150555
- Filed as: BAER WEALTH MANAGEMENT
- Legal name: Molly B Investment Group LLC
- Also doing business as: BAER WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Marietta, GA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150555
- AdvisorCensus page: https://advisorcensus.com/firm/baer-wealth-management-marietta-ga-150555

## Quick answers

**How is Baer Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Baer Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Baer Wealth Management located?**
Baer Wealth Management's principal office is in Marietta, GA, according to its Form ADV.

**Is Baer Wealth Management registered with the SEC or a state?**
Baer Wealth Management is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 150555.

**How much does Baer Wealth Management manage?**
Baer Wealth Management reports $334,729,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Baer Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Baer Wealth Management: Regulatory assets under management: $247,000,000 in the October 2021 data and $334,729,000 in the October 2026 data, up 36%. Total employees: 4 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Baer Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (149); individuals (other than high net worth individuals) (114); pension and profit sharing plans (but not the plan participants or government pension plans) (32).

**Which custodians does Baer Wealth Management use?**
Baer Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists ADP, Ascensus and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Baer Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150555

**What changed in Baer Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $294,329,000 to $334,729,000 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- ADP
- Ascensus
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $334,729,000
- Discretionary: $334,729,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 114 | $34,342,000 |
| High net worth individuals | 149 | $245,193,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 32 | $47,270,000 |
| Charitable organizations | 6 | $2,800,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 7 | $5,124,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- baerwealth.com
- LinkedIn @3344012

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $247,000,000 | 4 | August 5, 2021 |
| October 2022 | $261,700,000 | 4 | March 15, 2022 |
| October 2023 | $236,249,000 | 4 | February 28, 2023 |
| October 2024 | $249,725,000 | 2 | April 10, 2024 |
| October 2025 | $294,329,000 | 2 | April 24, 2025 |
| October 2026 | $334,729,000 | 2 | March 24, 2026 |

Regulatory assets under management: $247,000,000 in the October 2021 data and $334,729,000 in the October 2026 data, up 36%.
Total employees: 4 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $294,329,000 to $334,729,000 (+14%).

### January 2026
- No longer registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Baer Wealth Management (CRD 150555): Form ADV filing data as of October 2026.