# RW Baker Wealth Management Group LLC

> RW Baker Wealth Management Group LLC is an SEC-registered investment advisory firm in Cheyenne, WY, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 297087
- Filed as: RW BAKER WEALTH MANAGEMENT GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cheyenne, WY
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297087
- AdvisorCensus page: https://advisorcensus.com/firm/rw-baker-wealth-management-group-llc-cheyenne-wy-297087

## Quick answers

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

**Where is RW Baker Wealth Management Group LLC located?**
RW Baker Wealth Management Group LLC's principal office is in Cheyenne, WY, according to its Form ADV.

**Is RW Baker Wealth Management Group LLC registered with the SEC or a state?**
RW Baker Wealth Management Group LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 297087.

**How much does RW Baker Wealth Management Group LLC manage?**
RW Baker Wealth Management Group LLC reports $134,862,869 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (0% discretionary).

**How have RW Baker Wealth Management Group LLC's assets and staff changed since 2021?**
In the Form ADV data for RW Baker Wealth Management Group LLC: Regulatory assets under management: $100,052,722 in the October 2021 data and $134,862,869 in the October 2026 data, up 35%. Total employees: 1 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 RW Baker Wealth Management Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (126); high net worth individuals (70).

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

**Does RW Baker Wealth Management 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 SEC record: https://adviserinfo.sec.gov/firm/summary/297087

**Does RW Baker Wealth Management Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 23, 2026 says: "Our minimum initial account value is $50,000; however, we may accept accounts for less than the minimum at our sole discretion."

**What changed in RW Baker Wealth Management Group LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $120,961,048 to $134,862,869 (+11%).

## 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 February 23, 2026)

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> Our minimum initial account value is $50,000; however, we may accept accounts for less than the minimum at our sole discretion.

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.

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: $134,862,869
- Discretionary: $0
- Non-discretionary: $134,862,869

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 126 | $26,963,790 |
| High net worth individuals | 70 | $107,177,048 |
| Charitable organizations | Fewer than 5 | $217,241 |
| Corporations or other businesses not listed above | Fewer than 5 | $504,790 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, IL, NE, TX, VA, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rwbakerwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $100,052,722 | 1 | June 25, 2021 |
| October 2022 | $106,770,410 | 1 | August 22, 2022 |
| October 2023 | $95,730,264 | 1 | June 26, 2023 |
| October 2024 | $107,973,213 | 2 | March 28, 2024 |
| October 2025 | $120,961,048 | 2 | March 18, 2025 |
| October 2026 | $134,862,869 | 2 | February 23, 2026 |

Regulatory assets under management: $100,052,722 in the October 2021 data and $134,862,869 in the October 2026 data, up 35%.
Total employees: 1 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $120,961,048 to $134,862,869 (+11%).

### December 2025
- Registered or notice-filed in VA, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RW Baker Wealth Management Group LLC (CRD 297087): Form ADV filing data as of October 2026.