# Baker Wealth Advisors, LLC.

> Baker Wealth Advisors, LLC. is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 311041
- Filed as: BAKER WEALTH ADVISORS, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in South Carolina
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311041
- AdvisorCensus page: https://advisorcensus.com/firm/baker-wealth-advisors-llc-311041

## Quick answers

**How is Baker Wealth Advisors, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Baker Wealth Advisors, LLC. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Baker Wealth Advisors, LLC. registered with the SEC or a state?**
Baker Wealth Advisors, LLC. is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311041.

**How much does Baker Wealth Advisors, LLC. manage?**
Baker Wealth Advisors, LLC. reports $4,272,119 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**What types of clients does Baker Wealth Advisors, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113).

**Does Baker Wealth Advisors, LLC. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311041

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,272,119
- Discretionary: $4,272,119
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $4,272,119 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Baker Wealth Advisors, LLC. (CRD 311041): Form ADV filing data as of October 2026.