# Baseline Wealth Advisors

> Baseline Wealth Advisors is a state-registered investment advisory firm, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated March 19, 2026.

- CRD: 337391
- Filed as: BASELINE WEALTH ADVISORS
- Legal name: Baseline Wealth Advisors, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337391
- AdvisorCensus page: https://advisorcensus.com/firm/baseline-wealth-advisors-337391

## Quick answers

**How is Baseline Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Baseline Wealth Advisors reports these compensation arrangements: hourly charges; other.

**Is Baseline Wealth Advisors registered with the SEC or a state?**
Baseline Wealth Advisors is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337391.

**Does Baseline Wealth Advisors 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/337391

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- baseline-wa.com
- baselinewealthadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Baseline Wealth Advisors (CRD 337391): Form ADV filing data as of October 2026.