# BAJA WEALTH ADVISORS LLC

BAJA WEALTH ADVISORS LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 289592
- Type: SEC-registered investment adviser
- SEC file number: 801-111997
- Location: 99 PARK AVENUE, 16TH FLOOR, NEW YORK, NY, 10016
- Phone: 212-850-4260
- Latest filing: 2024-08-15
- Regulatory AUM: $72.6M
- Discretionary AUM: $20.8M
- Non-discretionary AUM: $51.8M
- Clients: 6
- Accounts: 14

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| RENSHAW NANCY ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| PROSTICK ARTHUR ISOM | CHIEF COMPLIANCE OFFICER | — |
| MILSTEIN IRMA | TRUSTEE | — |
| MILSTEIN HOWARD P | TRUSTEE | — |
| MISCINSKI KURT PATRICK | MANAGER; PRESIDENT | — |
| SECO ROBERT JOSEPH | CHIEF COMPLIANCE OFFICER; CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL (+2 more) | — |
| SUSSMAN LAWRENCE ERIC | CHIEF FINANCIAL OFFICER | — |
| EVANS STUART ASHLEY | CHIEF COMPLIANCE OFFICER | — |
| PACE BENJAMIN A | CHIEF INVESTMENT OFFICER | — |
| MORENO MARCO ANTONIO | MANAGER | — |
| MORENO DOMINGO JAVIER | OWNER | — |
| ROCKEY JOAN KATHRYN | CHIEF FINANCIAL OFFICER | — |
| HODI MARIA ALEXANDRA | CHIEF ADMINISTRATIVE OFFICER | — |
| HILDEN KEVIN | CHIEF OPERATING AND FINANCIAL OFFICER; CHIEF OPERATING OFFICER | — |
| GEEZA MARIA ALEXANDRA | CHIEF ADMINISTRATIVE OFFICER | — |
| Coles Brent | CHIEF FINANCIAL OFFICER | — |
| Curtis Christopher G | CHIEF FINANCIAL OFFICER | — |
| MORENO GARCIA MARCO A | SOLE MEMBER | — |
| HILDEN KEVIN DAVID | CHIEF OPERATING OFFICER | — |
| CURTIS CHRISTOPHER GEORGE | CHIEF FINANCIAL OFFICER | — |
| QUINLAN NEIL LAWRENCE | DIRECTOR OF OPERATIONS | — |
| Shah Suketu Chitranjan | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289592/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289592/similar
- Related entities: https://search.stillhousedata.com/firm/289592/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289592

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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.