# BASELINE WEALTH MANAGEMENT LTD.

BASELINE WEALTH MANAGEMENT LTD. of GENEVA is an SEC-registered investment adviser.

## Registration

- CRD: 155526
- Type: SEC-registered investment adviser
- SEC file number: 801-72136
- Location: RUE DU RHONE 67, GENEVA, 1207
- Phone: +41 58 105 76 20
- Latest filing: 2026-06-04
- Regulatory AUM: $1.1B
- Discretionary AUM: $658.9M
- Non-discretionary AUM: $424.5M
- Clients: 13
- Accounts: 261

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| [Peter Alex Mallouk](https://search.stillhousedata.com/person/664719) | TRUSTEE | — |
| [Fabien David Jean-Jacques Duteil](https://search.stillhousedata.com/person/665320) | CHIEF OPERATING OFFICER | — |
| [Thierry Edgar Grin](https://search.stillhousedata.com/person/665321) | CHIEF EXECUTIVE OFFICER AND CHAIRMAN | — |
| [Leo Steiner](https://search.stillhousedata.com/person/665322) | DIRECTOR | — |
| [Nathalie Adeline Caldelari](https://search.stillhousedata.com/person/665323) | CHIEF COMPLIANCE OFFICER | — |
| [Michael Pellman Rowland](https://search.stillhousedata.com/person/665324) | DIRECTOR | — |
| [Thomas Steinmann](https://search.stillhousedata.com/person/665325) | BOARD MEMBER | — |
| [Cedric Aguet](https://search.stillhousedata.com/person/665326) | BOARD MEMBER | — |
| [GABRIS PIERRE O](https://search.stillhousedata.com/person/800695) | CHIEF COMPLIANCE OFFICER | — |
| [GRIN THIERRY](https://search.stillhousedata.com/person/800696) | DIRECTOR | — |
| [GABRIS PIERRE OLIVIER](https://search.stillhousedata.com/person/800751) | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER, PARTNER; PARTNER | — |
| [GRIN THIERRY EDGAR](https://search.stillhousedata.com/person/800752) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, PARTNER; CHIEF EXECUTIVE OFFICER AND CHAIRMAN (+2 more) | — |
| [STEINER LEO](https://search.stillhousedata.com/person/818661) | DIRECTOR; PORTFOLIO MANAGER | — |
| [OBERER STEPHANE](https://search.stillhousedata.com/person/818662) | MANAGING DIRECTOR | — |
| [Tissot Pierre](https://search.stillhousedata.com/person/836413) | CHIEF INVESTMENT OFFICER | — |
| [GARCIA HORACIO VALLE](https://search.stillhousedata.com/person/836414) | DIRECTOR | — |
| [ROWLAND MICHAEL PELLMAN](https://search.stillhousedata.com/person/847961) | DIRECTOR | — |
| [Caldelari Nathalie Adeline](https://search.stillhousedata.com/person/861803) | CHIEF COMPLIANCE OFFICER | — |
| [DUTEIL FABIEN DAVID JEAN-JACQUES](https://search.stillhousedata.com/person/871524) | CHIEF OPERATING OFFICER | — |
| [Steinmann Thomas](https://search.stillhousedata.com/person/876086) | BOARD MEMBER; DIRECTOR | — |
| [AGUET CEDRIC](https://search.stillhousedata.com/person/876087) | BOARD MEMBER; DIRECTOR | — |
| [David Allan Kuenzi](https://search.stillhousedata.com/person/1013040) | DIRECTOR | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2018-09-18 | regulatory | A REGULATORY ACTION WAS INITIALTED AGAINST ONE OF BASELINE'S AFFILIATED COMPANIES WHICH IS AS FOLLOWS: ON SEPTEMBER 18, 2018, THE SEC INSTITUTED A SETTLED ORDER AGAINST CREATIVE PLANNING, LLC FORMERLY KNOWN AS CREATIVE PLANNING INC., ("CREATIVE PLANNING") AND PETER A. MALLOUK, CREATIVE PLANNING'S PR… | Final | $200K |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ZURICH | — | 2 | +41581057620 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155526/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155526/similar
- Related entities: https://search.stillhousedata.com/firm/155526/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155526

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.