Baron Wealth Management LLC
Baron Wealth Management LLC is a fee-based, SEC-registered investment adviser founded in March 2010 and headquartered in Troy, Michigan. The firm provides comprehensive wealth management and consultation services, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The advisor is 100% owned by the Beth A. Zilka Revocable Living Trust, with Beth Zilka as Chief Compliance Officer. Known for a fiduciary, client-centric approach, Baron Wealth Management typically employs 6 people and focuses on helping clients achieve lifelong financial confidence and empowerment.
Investment Strategy
Baron Wealth Management LLC focuses on comprehensive, fee-based wealth management and fiduciary advice tailored to each client’s goals, needs, risk tolerance, and long-term objectives. Their approach combines investment management with financial planning, using personalized risk assessments and investment policy statements. They utilize institutional platforms (Charles Schwab, Fidelity) to access leading independent managers, and emphasize ongoing advice and transparent guidance to help clients preserve and grow wealth with a holistic, team-based service model.
Top Holdings
Equity Positions (245)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QUAL | ISHARES TR | 18.28% | $55.2M | 284,039 | $119.06 | $194.50 | +$2.5M |
D DIVI | FRANKLIN TEMPLETON ETF TR | 8.73% | $26.4M | 707,015 | $34.20 | $37.31 | +$2.2M |
I IJR | ISHARES TR | 8.36% | $25.3M | 212,658 | $98.56 | $118.83 | +$1.9M |
A AAPL | APPLE INC | 3.01% | $9.1M | 35,779 | $155.78 | $254.63 | +$2.7M |
S SNA | SNAP ON INC | 2.75% | $8.3M | 23,954 | $234.35 | $346.53 | +$846.8K |