RIA Intel›Advisers›Georgia›BAKER WEALTH GROUP LLC

BAKER WEALTH GROUP LLC

Advisory

LAGRANGE, GA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$466K

across 92 accounts

AUM per adviser

$43M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$43M

Discretionary AUM$41M

Non-Discretionary AUM$1M

Discretionary %96.5%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

23 clients

14 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in GA

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

MCMANUS WEALTH MANAGEMENT, LLC

$43M

FAMILY HERITAGE RESOURCE, INC.

$43M

LARSEN WEALTH MANAGEMENT, LLC

$43M

PARAMOUNT INVESTMENT ADVISORS

$42M

SRC WEALTH ADVISORS LLC

$44M

CONFIDANT FINANCIAL SOLUTIONS, LLC

$42M

Get the full picture on BAKER WEALTH GROUP LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BAKER WEALTH GROUP LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans