BAKER WEALTH ADVISORS, LLC.

BAKER WEALTH ADVISORS, LLC. is an SEC-registered investment adviser (CRD 311041). Regulatory assets under management: $4.3M.

Registration

• CRD: 311041
• Type: Registered investment adviser
• Phone: 843-270-5587
• Latest filing: 2026-04-28
• Regulatory AUM: $4.3M
• Discretionary AUM: $4.3M
• Clients: 1
• Accounts: 161

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311041 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search