Baker Tilly Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

167811

SEC number

801-119352

Firm type

RIA

Assets under management

$4.6B as of Jan 15, 2026

Website

www.bakertilly.com ↗

Phone

833-761-0673

Address

4807 Innovate Lane, Madison, WI, 53718

Advisors at this firm

26 in our index · page 1 of 1

• Kelly Lynn BaumbachCRD 3277458 · Madison, WI
  IA RegisteredBroker
• George Lee BawcumCRD 5818542 · Indianapolis, IN
  IA Registered
• Scott Craig BurackCRD 4100569 · Irvine, CA
  IA RegisteredBroker
• Cortney Ann CostCRD 4573767 · Nashville, TN
  IA Registered
• David Michael DubravaCRD 5463939 · Tewksbury, MA
  IA RegisteredRegistration inactive
• Michael Blaise GeratyCRD 1473160 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Charles Henry GoodmillerCRD 4393630 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• William Francis GradyCRD 5143856 · Milwaukee, WI
  IA RegisteredRegistration inactive
• Evan Daniel HeathCRD 6086597 · Madison, WI
  IA RegisteredRegistration inactive
• Timothy Edward HoleCRD 6451507 · Tewksbury, MA
  IA RegisteredRegistration inactive
• Zachary Ronald JaroCRD 6345662 · Milwaukee, WI
  IA RegisteredRegistration inactive
• Kelsey Ann KennedyCRD 6260989 · Nashville, TN
  IA RegisteredRegistration inactive
• Richard Joseph KirbyCRD 6533634 · Tewksbury, MA
  IA RegisteredRegistration inactive
• Jeffrey Arthur MesserCRD 3271470 · Indianapolis, IN
  IA Registered
• Sarah Marie MurphyCRD 5803561 · Minneapolis, MN
  IA RegisteredBroker
• Phillip Ray MccollumCRD 6900293 · Tempe, AZ
  IA Registered
• Barbara R OlsonCRD 6715742 · Madison, WI
  IA RegisteredBroker
• Matthew PayneCRD 6955562 · Spring, TX
  IA Registered
• Melissa Santas PetersonCRD 6248230 · Tewksbury, MA
  IA Registered
• Jeremy M RobertCRD 5972311 · Tewksbury, MA
  IA RegisteredRegistration inactive
• Mark Thomas RochfordCRD 2209891 · Indianapolis, IN
  IA Registered
• Steven Michael ScharffCRD 6274937 · Anaconda, MT
  IA RegisteredRegistration inactive
• Brittany Marie SighCRD 7169298 · Houston, TX
  IA Registered
• Jeremy Allen SmithCRD 5633814 · Tempe, AZ
  IA RegisteredRegistration inactive
• Timothy Robert SuttonCRD 2881011 · Indianapolis, IN
  IA Registered
• Raj SinghCRD 8132488 · Indianapolis, IN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.