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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BARON WEALTH MANAGEMENT, LLC

CRD 153117

TROY, MI

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Search this name across graphsid dfx:ria:081a86d8-4485-131d-8db3-a70c6d7d6d05

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 3
On other graphs: 1
Observed: Mar 30, 2012 to Mar 20, 2026
29 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Baron Wealth Management, LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $847MItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $847M
Private client RAUM: $837MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $169Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 736
Individual clients: 40
High net worth clients: 104
SEC number: 801-71168
CRD: 153117
Filings on the tape: 29
First filed: Mar 30, 2012
Latest filed: Mar 20, 2026
Organised: Limited Liability Company, MI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BETH ANNE ZILKA	n/a	TROY, MI	16	24	n/a	no
EMILY LORRAINE CHLUDZINSKI	Certified Financial Planner	TROY, MI	4	11	1	no
Avery Elise Ragatzki	n/a	TROY, MI	3	11	1	no
JOSEPH DANIEL LASSLETT	Certified Financial Planner	TROY, MI	3	12	1	no
Julia Brooks Wachler	n/a	TROY, MI	2	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BETH A. ZILKA REVOCABLE LIVING TRUST DATED 11-22-2007	TRUST, OWNER OF ALL VOTING SHARES	E	yes	03/2024	Mar 26, 2024	May 7, 2024
ZILKA, BETH, ANNE	TRUSTEE OF THE BETH A. ZILKA REVOCABLE LIVING TRUST DATED 11-22-2007, CHIEF COMPLIANCE OFFICER	Na	no	02/2010	Mar 30, 2012	May 7, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$847M	$847M	6	3	0	n/a	n/a
2024	Mar 14, 2025	$702M	$702M	6	3	0	n/a	n/a
2023	Mar 26, 2024	$627M	$627M	6	3	0	n/a	n/a
2022	Mar 22, 2023	$499M	$490M	6	3	0	n/a	n/a
2021	Mar 25, 2022	$570M	$557M	5	3	0	n/a	n/a
2020	Mar 23, 2021	$436M	$429M	5	4	0	n/a	n/a
2019	Feb 25, 2020	$397M	$391M	5	4	0	n/a	n/a
2018	Mar 25, 2019	$333M	$326M	4	3	0	n/a	n/a
2017	Mar 28, 2018	$301M	$289M	6	3	0	n/a	n/a
2016	Mar 22, 2017	$233M	$219M	3	3	n/a	n/a	n/a
2015	Mar 9, 2016	$211M	$199M	2	2	n/a	n/a	n/a
2014	Mar 10, 2015	$198M	$187M	2	2	n/a	n/a	n/a
2013	Mar 31, 2014	$177M	$172M	1	1	n/a	n/a	n/a
2012	Mar 28, 2013	$311M	$295M	3	3	n/a	n/a	n/a
2011	Mar 30, 2012	$237M	$218M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$847M	$702M	20.6%	$499M	19.3%	6	6	0	0

Relationships

Registered with (13)

← Julia Brooks WachlerAdvisorregistration: current employment
Oct 21, 2023 to presentfactForm ADV
← JOSEPH DANIEL LASSLETTAdvisorregistration: current employment
Sep 13, 2023 to presentfactForm ADV
← Avery Elise RagatzkiAdvisorregistration: current employment
Jan 23, 2023 to presentfactForm ADV
← EMILY LORRAINE CHLUDZINSKIAdvisorregistration: current employment
Jul 13, 2022 to presentfactForm ADV
← BETH ANNE ZILKAAdvisorregistration: current employment
May 3, 2010 to presentfactForm ADV
← Joseph Dreyer LepkowskiAdvisorregistration: previous registration
Mar 4, 2017 to May 20, 2022factForm ADV
← Emeliano Austin Paul AmeyeAdvisorregistration: previous registration
May 29, 2020 to Dec 22, 2021factForm ADV
← Jeffrey Patrick PalleschiAdvisorregistration: previous registration
Jan 16, 2020 to Mar 31, 2021factForm ADV
← SANDRA MARIE KERRAdvisorregistration: previous registration
Jun 23, 2016 to Nov 1, 2019factForm ADV
← LOUIS MESSINAAdvisorregistration: previous registration
Jan 6, 2017 to May 1, 2017factForm ADV
← MICHAEL DAVID REEDAdvisorregistration: previous registration
Nov 19, 2015 to Dec 15, 2015factForm ADV
← AARON RAY ANDREASAdvisorregistration: previous registration
Apr 6, 2010 to Jan 27, 2014factForm ADV
← ERIK OLEN KLUMPPAdvisorregistration: previous registration
Sep 19, 2012 to Dec 17, 2013factForm ADV

Owns (1)

← ZILKA, BETH, ANNEOwnerTRUSTEE OF THE BETH A. ZILKA REVOCABLE LIVING TRUST DATED 11-22-2007, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to May 7, 2024factForm ADV

Controls (1)

← BETH A. ZILKA REVOCABLE LIVING TRUST DATED 11-22-2007OwnerTRUST, OWNER OF ALL VOTING SHARES, ownership code E, domestic entity
Mar 26, 2024 to May 7, 2024factForm ADV

Dated events

Occurred
Mar 26, 2024
Regulatory AUM changed
Baron Wealth Management, Llc reported RAUM $626.5M, up 26% from $498.8M (2023-09-27 to 2024-03-26)
Form ADVobserved 6 days ago
$128M
Occurred
May 20, 2022
Advisor changed firm
Joseph Dreyer Lepkowski left Baron Wealth Management, Llc for Mariner (registered 2022-06-06)
Form ADVobserved 6 days ago
Occurred
Mar 25, 2022
Regulatory AUM changed
Baron Wealth Management, Llc reported RAUM $569.9M, up 31% from $435.7M (2021-03-23 to 2022-03-25)
Form ADVobserved 6 days ago
$134M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:081a86d8-4485-131d-8db3-a70c6d7d6d05
First observed: Mar 30, 2012
Last observed: Mar 20, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BARON WEALTH MANAGEMENT, LLC

CRD 153117

TROY, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:081a86d8-4485-131d-8db3-a70c6d7d6d05

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:23 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BETH ANNE ZILKA

n/a

TROY, MI

n/a

EMILY LORRAINE CHLUDZINSKI

Certified Financial Planner

TROY, MI

Avery Elise Ragatzki

n/a

TROY, MI

JOSEPH DANIEL LASSLETT

Certified Financial Planner

TROY, MI

Julia Brooks Wachler

n/a

TROY, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BETH A. ZILKA REVOCABLE LIVING TRUST DATED 11-22-2007

TRUST, OWNER OF ALL VOTING SHARES

yes

03/2024

Mar 26, 2024

May 7, 2024

ZILKA, BETH, ANNE

TRUSTEE OF THE BETH A. ZILKA REVOCABLE LIVING TRUST DATED 11-22-2007, CHIEF COMPLIANCE OFFICER

02/2010

Mar 30, 2012

May 7, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$847M

n/a

2024

Mar 14, 2025

$702M

n/a

2023

Mar 26, 2024

$627M

n/a

2022

Mar 22, 2023

$499M

$490M

n/a

2021

Mar 25, 2022

$570M

$557M

n/a

2020

Mar 23, 2021

$436M

$429M

n/a

2019

Feb 25, 2020

$397M

$391M

n/a

2018

Mar 25, 2019

$333M

$326M

n/a

2017

Mar 28, 2018

$301M

$289M

n/a

2016

Mar 22, 2017

$233M

$219M

n/a

2015

Mar 9, 2016

$211M

$199M

n/a

2014

Mar 10, 2015

$198M

$187M

n/a

2013

Mar 31, 2014

$177M

$172M

n/a

2012

Mar 28, 2013

$311M

$295M

n/a

2011

Mar 30, 2012

$237M

$218M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$847M

$702M

20.6%

$499M

19.3%