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Beth Anne Zilka

BARON WEALTH MANAGEMENT, LLC·TROY, Michigan
Series 7, Series 28, Series 63, Series 65Clean record16 years registeredBARON WEALTH MANAGEMENT, LLC
3150 LIVERNOIS ROAD, TROY, MI 48083CRD# 4382704Firm CRD# 153117

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Beth Anne Zilka · TROY, MI
Registration
CRD #4382704 · BARON WEALTH MANAGEMENT, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

BARON WEALTH MANAGEMENT, LLC
May 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 28
Series 63
Series 65
Registration record
First registered · May 3, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BARON WEALTH MANAGEMENT, LLC
CRD 153117 · SEC 801-71168
AUM
$627M
Regulatory assets under management
Employees
6
617 client accounts
Services offered by BARON WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at BARON WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Beth Anne Zilka offer?
Beth Anne Zilka specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TROY, Michigan for a consultation.
What are Beth Anne Zilka's credentials?
Beth Anne Zilka is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Beth Anne Zilka located?
Beth Anne Zilka is based in TROY, Michigan, working with BARON WEALTH MANAGEMENT, LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.
How does Beth Anne Zilka charge for services?
Beth Anne Zilka's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARON WEALTH MANAGEMENT, LLC?
BARON WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $627M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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