Baker Tilly Wealth Management, Llc

Entity
Company
Business address
4807 Innovate Lane, 53718 Madison, WI
Phone
608-249-6622
State of incorporation
WI
Fiscal year end
May 31
Former names
BAKER TILLY FINANCIAL, LLC (to 2/3/2021)
Signature 13F
Barbara Olson - Chief Compliance Officer
All SEC filings
View on sec.gov
Baker Tilly Wealth Management, Llc has filed 22 SEC EDGAR filings since 2/3/2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Jul 25, 2025 Jun 30, 2025 028-20549
13F-HR Open Document Open Filing Jul 10, 2025 Jun 30, 2025 028-20549
13F-HR Open Document Open Filing Apr 9, 2025 Mar 31, 2025 028-20549
13F-HR Open Document Open Filing Jan 10, 2025 Dec 31, 2024 028-20549
13F-HR Open Document Open Filing Oct 24, 2024 Sep 30, 2024 028-20549
N-PX Open Document Open Filing Aug 29, 2024 Jun 30, 2024 028-20549
N-PX Open Document Open Filing Aug 14, 2024 Jun 30, 2024 028-20549
13F-HR Open Document Open Filing Jul 18, 2024 Jun 30, 2024 028-20549
13F-HR Open Document Open Filing May 9, 2024 Mar 31, 2024 028-20549
13F-HR Open Document Open Filing Jan 10, 2024 Dec 31, 2023 028-20549
13F-HR Open Document Open Filing Oct 10, 2023 Sep 30, 2023 028-20549
13F-HR Open Document Open Filing Jul 20, 2023 Jun 30, 2023 028-20549
13F-HR Open Document Open Filing Apr 12, 2023 Mar 31, 2023 028-20549
13F-HR Open Document Open Filing Jan 26, 2023 Dec 31, 2022 028-20549
13F-HR Open Document Open Filing Oct 20, 2022 Sep 30, 2022 028-20549
13F-HR Open Document Open Filing Jul 28, 2022 Jun 30, 2022 028-20549
13F-HR Open Document Open Filing Apr 27, 2022 Mar 31, 2022 028-20549
13F-HR Open Document Open Filing Feb 8, 2022 Dec 31, 2021 028-20549
13F-HR Open Document Open Filing Nov 2, 2021 Sep 30, 2021 028-20549
13F-HR Open Document Open Filing Jul 30, 2021 Jun 30, 2021 028-20549
13F-HR Open Document Open Filing Apr 28, 2021 Mar 31, 2021 028-20549
13F-HR Open Document Open Filing Feb 3, 2021 Dec 31, 2020 028-20549