Baron Wealth Management, Llc
- Regulatory AUM
- $847M
- Discretionary
- $847M
- Clients
- 145
- Avg AUM / client
- $5.8M
- Accounts
- 736
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 40 | $14.5M | 1.71% |
| High net worth individuals | 104 | $822M | 97.1% |
| Corporations and other businesses | 1 | $10.1M | 1.19% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Beth Anne Zilka | Trustee Of The Beth A. Zilka Revocable Living Trust Dated 11 22 2007, Chief Compliance Officer | Feb 2010 (17y) | Less than 5% | |
| Emily Lorraine Chludzinski | Registered representative | CFP | Jul 2022 (4y) | |
| Avery Elise Ragatzki | Registered representative | Jan 2023 (4y) | ||
| Joseph Daniel Lasslett | Registered representative | CFP | Sep 2023 (3y) | |
| Julia Brooks Wachler | Registered representative | Oct 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Beth A. Zilka Revocable Living Trust Dated 11 22 2007 | Trust, Owner Of All Voting Shares | Mar 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Fidelity Distributors Company Llc $460M (54% of AUM) Mar 2026
- Charles Schwab & Co. $364M (43% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $171M (51% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗