BAKER TILLY WEALTH MANAGEMENT, LLC

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UUIDbbb6d808-73f7-5f66-a3d9-70fd5ac689ea

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:52

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	167811	167811	—	1.0
sec_file_number	801-119352	801-119352	—	—

Profile

Websitehttp://www.bakertilly.com

HQ CityMADISON

HQ StateWI

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)4,601,242,128.0
RAUM (discretionary)2,202,667,214.0
Actionable assets4,393,002,183.0
Accounts2,165.0

Institutional Clients

Government AUM3,343,392,108.0
Pension AUM381,737,268.0
Charitable AUM0.0
HNW AUM664,950,166.0

As of 2025-07-25 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BAKER TILLY ADVISORY GROUP INTERMEDIATE, LP	LIMITED PARTNER	OFFICER	—	{"filing_id": "2018489", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BAKER TILLY ADVISORY GROUP PARENT, LP	LIMITED PARTNER	OFFICER	—	{"filing_id": "2018489", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BAKER TILLY ADVISORY GROUP, LP	MANAGING MEMBER	OFFICER	—	{"filing_id": "2018489", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
DROEGE, CHARLES	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2018489", "owner_id": "7276279", "source": "adv_part1", "table": "Schedule_A_B"}
H&F WATERLOO AIV II, L.P.	LIMITED PARTNER	OFFICER	—	{"filing_id": "2018489", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
H&F WATERLOO HOLDINGS, INC.	LIMITED PARTNER	OFFICER	—	{"filing_id": "2018489", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
H&F WATERLOO HOLDINGS, L.P.	LIMITED PARTNER	OFFICER	—	{"filing_id": "2018489", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
HELLMAN & FRIEDMAN CAPITAL PARTNERS X (PARALLEL), L.P.	LIMITED PARTNER	OFFICER	—	{"filing_id": "2018489", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
HELLMAN & FRIEDMAN CAPITAL PARTNERS X, L.P.	LIMITED PARTNER	OFFICER	—	{"filing_id": "2018489", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Meiners, Theresa	VICE PRESIDENT	OFFICER	—	{"filing_id": "2018489", "owner_id": "7945938", "source": "adv_part1", "table": "Schedule_A_B"}
Olson, Barbara, R	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2018489", "owner_id": "6715742", "source": "adv_part1", "table": "Schedule_A_B"}
SIMMERMAN, KEVIN	CHIEF OPERATING OFFICER	OFFICER	—	{"filing_id": "2018489", "owner_id": "7276278", "source": "adv_part1", "table": "Schedule_A_B"}
WALKER, THOMAS, FRANCIS	PRESIDENT	OFFICER	—	{"filing_id": "2018489", "owner_id": "5342049", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/26/2025 02:40:43 PM",
  "filing_id": "2018489",
  "reg_type": "IA"
}
```