Baker Tilly Wealth Management, LLC

$5.19BAssets under management
as of Aug 2026 · SEC Form ADV
Madison, WI
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Tech stack

No one at Baker Tilly Wealth Management, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Baker Tilly Wealth Management, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $1.2B held · filed Dec 2024
BNY
Per Form ADV · $736M held · filed Dec 2024
The Huntington National Bank
Per Form ADV · $565M held · filed Dec 2024
Umb Bank, N.a.
Per Form ADV · $556M held · filed Dec 2024