# BAKER TILLY WEALTH MANAGEMENT, LLC

BAKER TILLY WEALTH MANAGEMENT, LLC of MADISON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 167811
- Type: SEC-registered investment adviser
- SEC file number: 801-119352
- Location: 4807 INNOVATE LANE, MADISON, WI, 53718
- Phone: 833-761-0673
- Latest filing: 2026-01-15
- Regulatory AUM: $4.6B
- Discretionary AUM: $2.2B
- Non-discretionary AUM: $2.4B
- Clients: 32
- Accounts: 2,165

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Charles Droege | CHIEF FINANCIAL OFFICER | Madison, WI |
| Kevin Simmerman | CHIEF OPERATING OFFICER | Madison, WI |
| Theresa Meiners | VICE PRESIDENT | Chicago, IL |
| Barbara R Olson | CHIEF COMPLIANCE OFFICER | — |
| Thomas Francis Walker | PRESIDENT | — |
| WALKER JAMES FRANCIS | PRESIDENT | — |
| O'NEILL RORY JOSEPH | PRESIDENT | — |
| OLSON STEPHEN R | CHIEF COMPLIANCE OFFICER | — |
| SIMMERMAN KEVIN | CHIEF OPERATING OFFICER | — |
| DROEGE CHARLES | CHIEF FINANCIAL OFFICER | — |
| SHAWVER JERE | VICE PRESIDENT | — |
| Meiners Theresa | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167811/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167811/similar
- Related entities: https://search.stillhousedata.com/firm/167811/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167811

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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.