RIA Intel›Advisers›South Carolina›BAKER WEALTH ADVISORS, LLC.

BAKER WEALTH ADVISORS, LLC.

Advisory

SC

Data as of Apr 28, 2026 · Source: SEC Form ADV

Average account

$27K

across 161 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 28, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients113

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

113 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

HILTON HEAD WEALTH ADVISORS, LLC

$4M

INCOME GROWTH ADVISORS, LLC

$4M

SOUTHBOUND WEALTH LLC

$4M

JM TAX & FINANCIAL LLC

$4M

PROVISOR ASSET MANAGEMENT LLC

$4M

PROSPERA FUNDS, INC.

ISLE OF PALMS, SC

$5M

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