Baer Wealth Management
Baer Wealth Management is an SEC-registered wealth manager in Marietta, GA with $334.7M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Baer Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150555, SEC 801-118667, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $334.7M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Marietta, GA
- Employees
- 2
- Clients
- 308
- CRD
- 150555
- Ownership
- BAER, KENNETH, JAMES; BAER, MOLLY, E.
How much AUM does Baer Wealth Management have?
Baer Wealth Management reported $334.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Baer Wealth Management?
Disclosed owners and executives of Baer Wealth Management include BAER, KENNETH, JAMES, BAER, MOLLY, E.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.