# Baron Wealth Management, LLC

> Baron Wealth Management, LLC is an SEC-registered investment advisory firm in Troy, MI, registered since 2010, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 153117
- Filed as: BARON WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Troy, MI
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153117
- AdvisorCensus page: https://advisorcensus.com/firm/baron-wealth-management-llc-troy-mi-153117

## Quick answers

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

**Where is Baron Wealth Management, LLC located?**
Baron Wealth Management, LLC's principal office is in Troy, MI, according to its Form ADV.

**Is Baron Wealth Management, LLC registered with the SEC or a state?**
Baron Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153117.

**How much does Baron Wealth Management, LLC manage?**
Baron Wealth Management, LLC reports $846,778,426 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Baron Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Baron Wealth Management, LLC: Regulatory assets under management: $435,741,317 in the October 2021 data and $846,778,426 in the October 2026 data, up 94%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Baron Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (104); individuals (other than high net worth individuals) (40); corporations or other businesses not listed above (1).

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

**Does Baron Wealth Management, LLC 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/153117

**Does Baron Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "The Advisor desires a minimum portfolio size of $500,000 for clients seeking Wealth Management Services."

**What changed in Baron Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $702,121,597 to $846,778,426 (+21%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Account minimum: $500,000

> The Advisor desires a minimum portfolio size of $500,000 for clients seeking Wealth Management Services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC

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: $846,778,426
- Discretionary: $846,778,426
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $14,489,127 |
| High net worth individuals | 104 | $822,210,372 |
| Corporations or other businesses not listed above | 1 | $10,078,927 |

### 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2010 (16 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- baron-wealth.com
- LinkedIn @BARON-WEALTH-MANAGEMENT
- X @BARONWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $435,741,317 | 5 | March 23, 2021 |
| October 2022 | $569,888,230 | 5 | March 25, 2022 |
| October 2023 | $498,764,977 | 6 | September 27, 2023 |
| October 2024 | $626,541,399 | 6 | May 7, 2024 |
| October 2025 | $702,121,597 | 6 | March 14, 2025 |
| October 2026 | $846,778,426 | 6 | March 20, 2026 |

Regulatory assets under management: $435,741,317 in the October 2021 data and $846,778,426 in the October 2026 data, up 94%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $702,121,597 to $846,778,426 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Baron Wealth Management, LLC (CRD 153117): Form ADV filing data as of October 2026.