BAKER WEALTH GROUP LLC

BAKER WEALTH GROUP LLC of LAGRANGE, GA is an SEC-registered investment adviser (CRD 317841). Regulatory assets under management: $42.9M.

Registration

• CRD: 317841
• Type: Registered investment adviser
• Location: 119 RIDLEY AVE, LAGRANGE, GA, 30240
• Phone: (706) 247-8485
• Latest filing: 2026-03-16
• Regulatory AUM: $42.9M
• Discretionary AUM: $41.4M
• Non-discretionary AUM: $1.5M
• Clients: 1
• Accounts: 92

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317841 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search