# Baker Wealth Group LLC

> Baker Wealth Group LLC is a state-registered investment advisory firm in Lagrange, GA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 317841
- Filed as: BAKER WEALTH GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lagrange, GA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317841
- AdvisorCensus page: https://advisorcensus.com/firm/baker-wealth-group-llc-lagrange-ga-317841

## Quick answers

**How is Baker Wealth Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Baker Wealth Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Baker Wealth Group LLC located?**
Baker Wealth Group LLC's principal office is in Lagrange, GA, according to its Form ADV.

**Is Baker Wealth Group LLC registered with the SEC or a state?**
Baker Wealth Group LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317841.

**How much does Baker Wealth Group LLC manage?**
Baker Wealth Group LLC reports $42,876,928 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (97% discretionary).

**What types of clients does Baker Wealth Group LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (9).

**Does Baker Wealth Group 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/317841

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $42,876,928
- Discretionary: $41,392,580
- Non-discretionary: $1,484,348

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $1,638,270 |
| High net worth individuals | 14 | $41,045,204 |
| Charitable organizations | Fewer than 5 | $193,454 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bakerwealthgroup.com
- Facebook @bakerwealthgroup
- Instagram @bakerwealthgroup
- LinkedIn @baker-wealth-group-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Baker Wealth Group LLC (CRD 317841): Form ADV filing data as of October 2026.