RIA Intel›Advisers›Florida›BAOBAB WEALTH LLC

BAOBAB WEALTH LLC

Advisory

FL

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

Rank in FL

#1,466

of 2,610 advisers by AUM

Average account

$138K

across 510 accounts

AUM per adviser

$35M

2 advisers

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

Total AUM

$70M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$70M

Discretionary AUM$70M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients240

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAK, CO, FL, GA, TX, WA

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

240 clients

14 high-net-worth

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

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Advisers of similar size in FL

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

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ARLEN WEALTH MANAGEMENT, LLC

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MOSS & COMPANY, P.A.

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ASSET ADVISORY GROUP, INC.

$70M

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