Baseline Wealth Management LTD.

$1.08BAssets under management
as of Jun 2026 · SEC Form ADV
Geneva
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Tech stack

No one at Baseline Wealth Management LTD. has shared their stack yet. Work here? Add the tools you use. 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
Banque Pictet & Cie Sa
Per Form ADV · $180M held · filed Mar 2024
UBS
Per Form ADV · $111M held · filed Mar 2024
Union Bancaire Privee, Ubp Sa
Per Form ADV · $83M held · filed Mar 2024