Active
BAKER TILLY WEALTH MANAGEMENT, LLC
Investment Advice|MADISON, WI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$4.4B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 2.2B |
| Non-Discretionary | 2.2B |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 167811 |
| SEC Number | 801-119352 |
| Street Address | 4807 INNOVATE LANE |
| Location | MADISON, WI 53718 |
| Country | United States |
| Phone | 833-761-0673 |
| Fax | 608-249-8532 |
| Total Employees | 27 |
Client Count by Type (771 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 299 |
| High Net Worth Individual… | 284 |
| State/Municipal Govt Enti… | 104 |
| Pension/Profit Sharing Pl… | 75 |
| Corporations/Businesses | 8 |
| Charitable Organizations | 1 |
Community Partners
BLUE MOUNDS TOWNSHIP GARAGE
CITY OF EDGERTON
CITY OF FITCHBURG
CITY OF MADISON
CITY OF MIDDLETON
CITY OF MONONA
CITY OF STOUGHTON
CITY OF SUN PRAIRIE
CITY OF VERONA
COUNTY OF DANE
MIDDLETON, TOWN OF
SUN PRAIRIE UTILITIES
TOWN OF ALBION
TOWN OF BERRY
TOWN OF BLACK EARTH
TOWN OF BLOOMING GROVE
TOWN OF BLUE MOUNDS
TOWN OF BRISTOL
TOWN OF BROOKLYN
TOWN OF BURKE
BLUE MOUNDS TOWNSHIP GARAGE
CITY OF EDGERTON
CITY OF FITCHBURG
CITY OF MADISON
CITY OF MIDDLETON
CITY OF MONONA
CITY OF STOUGHTON
CITY OF SUN PRAIRIE
CITY OF VERONA
COUNTY OF DANE
MIDDLETON, TOWN OF
SUN PRAIRIE UTILITIES
TOWN OF ALBION
TOWN OF BERRY
TOWN OF BLACK EARTH
TOWN OF BLOOMING GROVE
TOWN OF BLUE MOUNDS
TOWN OF BRISTOL
TOWN OF BROOKLYN
TOWN OF BURKE
BLUE MOUNDS TOWNSHIP GARAGE
CITY OF EDGERTON
CITY OF FITCHBURG
CITY OF MADISON
CITY OF MIDDLETON
CITY OF MONONA
CITY OF STOUGHTON
CITY OF SUN PRAIRIE
CITY OF VERONA
COUNTY OF DANE
MIDDLETON, TOWN OF
SUN PRAIRIE UTILITIES
TOWN OF ALBION
TOWN OF BERRY
TOWN OF BLACK EARTH
TOWN OF BLOOMING GROVE
TOWN OF BLUE MOUNDS
TOWN OF BRISTOL
TOWN OF BROOKLYN
TOWN OF BURKE
Municipal Government
64 Active
64
Organizations
BLACK EARTH JOINT FIRE DISTRICT
CAPITAL AREA REGIONAL PLANNING COMMISSION
COMMUNITY DEVELOPMENT AUTHORITY OF THE CITY OF MADISON
CROSS PLAINS AREA EMS
CRYSTAL FISH AND MUD LAKE DISTRICT
DALEYVILLE SANITARY DISTRICT
DANE COUNTY DRAINAGE BOARD
DANE COUNTY HOUSING AUTHORITY
DANE FIRE DEPT
DEFOREST AREA PUBLIC LIBRARY
DE FOREST VILLAGE HOUSING AUTHORITY
DEFOREST WINDSOR FIRE & EMS DISTRICT BOARD
DUNKIRK DAM LAKE DISTRICT
DUNN SANITARY DISTRICT 1
DUNN SANITARY DISTRICT 3
DUNN SANITARY DISTRICT 4
FITCH-RONA EMS
KEGONSA SANITARY DISTRICT (DUNN SANITARY DISTRICT 2)
LAKE WINDSOR PROTECTION AND REHABILITATION DISTRICT
MADISON METROPOLITAN SEWER DISTRICT
BLACK EARTH JOINT FIRE DISTRICT
CAPITAL AREA REGIONAL PLANNING COMMISSION
COMMUNITY DEVELOPMENT AUTHORITY OF THE CITY OF MADISON
CROSS PLAINS AREA EMS
CRYSTAL FISH AND MUD LAKE DISTRICT
DALEYVILLE SANITARY DISTRICT
DANE COUNTY DRAINAGE BOARD
DANE COUNTY HOUSING AUTHORITY
DANE FIRE DEPT
DEFOREST AREA PUBLIC LIBRARY
DE FOREST VILLAGE HOUSING AUTHORITY
DEFOREST WINDSOR FIRE & EMS DISTRICT BOARD
DUNKIRK DAM LAKE DISTRICT
DUNN SANITARY DISTRICT 1
DUNN SANITARY DISTRICT 3
DUNN SANITARY DISTRICT 4
FITCH-RONA EMS
KEGONSA SANITARY DISTRICT (DUNN SANITARY DISTRICT 2)
LAKE WINDSOR PROTECTION AND REHABILITATION DISTRICT
MADISON METROPOLITAN SEWER DISTRICT
BLACK EARTH JOINT FIRE DISTRICT
CAPITAL AREA REGIONAL PLANNING COMMISSION
COMMUNITY DEVELOPMENT AUTHORITY OF THE CITY OF MADISON
CROSS PLAINS AREA EMS
CRYSTAL FISH AND MUD LAKE DISTRICT
DALEYVILLE SANITARY DISTRICT
DANE COUNTY DRAINAGE BOARD
DANE COUNTY HOUSING AUTHORITY
DANE FIRE DEPT
DEFOREST AREA PUBLIC LIBRARY
DE FOREST VILLAGE HOUSING AUTHORITY
DEFOREST WINDSOR FIRE & EMS DISTRICT BOARD
DUNKIRK DAM LAKE DISTRICT
DUNN SANITARY DISTRICT 1
DUNN SANITARY DISTRICT 3
DUNN SANITARY DISTRICT 4
FITCH-RONA EMS
KEGONSA SANITARY DISTRICT (DUNN SANITARY DISTRICT 2)
LAKE WINDSOR PROTECTION AND REHABILITATION DISTRICT
MADISON METROPOLITAN SEWER DISTRICT
Special District
32 Active
32
Organizations
BELLEVILLE SCHOOL DISTRICT
CAMBRIDGE SCHOOL DISTRICT
DEERFIELD COMMUNITY SCHOOL DISTRICT
DEFOREST AREA SCHOOL DISTRICT
MADISON AREA TECHNICAL COLLEGE DISTRICT
MADISON METROPOLITAN SCHOOL DISTRICT
MARSHALL JOINT SCHOOL DISTRICT 2
MCFARLAND JOINT SCHOOL DISTRICT 8
MIDDLETON CROSS PLAINS SCHOOL DISTRICT
MONONA GROVE SCHOOL DISTRICT
MT HOREB AREA SCHOOL DISTRICT
OREGON SCHOOL DISTRICT
SOUTH CENTRAL LIBRARY SYSTEM
STOUGHTON AREA SCHOOL DISTRICT
SUN PRAIRIE AREA SCHOOL DISTRICT 2
VERONA AREA SCHOOL DISTRICT
WAUNAKEE COMMUNITY SCHOOL DISTRICT
WISCONSIN HEIGHTS SCHOOL DISTRICT
BELLEVILLE SCHOOL DISTRICT
CAMBRIDGE SCHOOL DISTRICT
DEERFIELD COMMUNITY SCHOOL DISTRICT
DEFOREST AREA SCHOOL DISTRICT
MADISON AREA TECHNICAL COLLEGE DISTRICT
MADISON METROPOLITAN SCHOOL DISTRICT
MARSHALL JOINT SCHOOL DISTRICT 2
MCFARLAND JOINT SCHOOL DISTRICT 8
MIDDLETON CROSS PLAINS SCHOOL DISTRICT
MONONA GROVE SCHOOL DISTRICT
MT HOREB AREA SCHOOL DISTRICT
OREGON SCHOOL DISTRICT
SOUTH CENTRAL LIBRARY SYSTEM
STOUGHTON AREA SCHOOL DISTRICT
SUN PRAIRIE AREA SCHOOL DISTRICT 2
VERONA AREA SCHOOL DISTRICT
WAUNAKEE COMMUNITY SCHOOL DISTRICT
WISCONSIN HEIGHTS SCHOOL DISTRICT
BELLEVILLE SCHOOL DISTRICT
CAMBRIDGE SCHOOL DISTRICT
DEERFIELD COMMUNITY SCHOOL DISTRICT
DEFOREST AREA SCHOOL DISTRICT
MADISON AREA TECHNICAL COLLEGE DISTRICT
MADISON METROPOLITAN SCHOOL DISTRICT
MARSHALL JOINT SCHOOL DISTRICT 2
MCFARLAND JOINT SCHOOL DISTRICT 8
MIDDLETON CROSS PLAINS SCHOOL DISTRICT
MONONA GROVE SCHOOL DISTRICT
MT HOREB AREA SCHOOL DISTRICT
OREGON SCHOOL DISTRICT
SOUTH CENTRAL LIBRARY SYSTEM
STOUGHTON AREA SCHOOL DISTRICT
SUN PRAIRIE AREA SCHOOL DISTRICT 2
VERONA AREA SCHOOL DISTRICT
WAUNAKEE COMMUNITY SCHOOL DISTRICT
WISCONSIN HEIGHTS SCHOOL DISTRICT
School District
18 Active
18
Organizations
1000 FRIENDS OF WISCONSIN, INC.
100 BLACK MEN OF MADISON INC
100 MEN OF DANE COUNTY INC
100STATE INC
100 WOMEN WHO CARE MADISON
101055 STOUGHTON AREA LL
12 STATE INC
1365 WI LOC WAUKESHA CO PARKS DEPT
14 SOUTH ARTISTS
151 ADVENTURE INC
1800
1848 PROJECT INC
21ST CENTURY DRUM & BUGLE CORPS FOUNDATION INC
221B CONSOLIDATED LTD
265 FOUNDATION INC
2ND MARKET CAPITAL ECONOMIC OPPORTUNITY FOUNDATION INC
350 Madison Inc
350 WISCONSIN
350 WISCONSIN ACTION INC
365 Media Foundation Inc
1000 FRIENDS OF WISCONSIN, INC.
100 BLACK MEN OF MADISON INC
100 MEN OF DANE COUNTY INC
100STATE INC
100 WOMEN WHO CARE MADISON
101055 STOUGHTON AREA LL
12 STATE INC
1365 WI LOC WAUKESHA CO PARKS DEPT
14 SOUTH ARTISTS
151 ADVENTURE INC
1800
1848 PROJECT INC
21ST CENTURY DRUM & BUGLE CORPS FOUNDATION INC
221B CONSOLIDATED LTD
265 FOUNDATION INC
2ND MARKET CAPITAL ECONOMIC OPPORTUNITY FOUNDATION INC
350 Madison Inc
350 WISCONSIN
350 WISCONSIN ACTION INC
365 Media Foundation Inc
1000 FRIENDS OF WISCONSIN, INC.
100 BLACK MEN OF MADISON INC
100 MEN OF DANE COUNTY INC
100STATE INC
100 WOMEN WHO CARE MADISON
101055 STOUGHTON AREA LL
12 STATE INC
1365 WI LOC WAUKESHA CO PARKS DEPT
14 SOUTH ARTISTS
151 ADVENTURE INC
1800
1848 PROJECT INC
21ST CENTURY DRUM & BUGLE CORPS FOUNDATION INC
221B CONSOLIDATED LTD
265 FOUNDATION INC
2ND MARKET CAPITAL ECONOMIC OPPORTUNITY FOUNDATION INC
350 Madison Inc
350 WISCONSIN
350 WISCONSIN ACTION INC
365 Media Foundation Inc
Nonprofit Organization
6011 Active
6011
Organizations
Community Partners150 organizations
BLUE MOUNDS TOWNSHIP GARAGE
Municipal Government·BLUE MOUNDS
CITY OF EDGERTON
Municipal Government·EDGERTON
CITY OF FITCHBURG
Municipal Government·FITCHBURG
CITY OF MADISON
Municipal Government·MADISON
CITY OF MIDDLETON
Municipal Government·MIDDLETON
CITY OF MONONA
Municipal Government·MONONA
CITY OF STOUGHTON
Municipal Government·STOUGHTON
CITY OF SUN PRAIRIE
Municipal Government·SUN PRAIRIE
CITY OF VERONA
Municipal Government·VERONA
COUNTY OF DANE
Municipal Government·MADISON
MIDDLETON, TOWN OF
Municipal Government·VERONA
SUN PRAIRIE UTILITIES
Municipal Government·SUN PRAIRIE
TOWN OF ALBION
Municipal Government·EDGERTON
TOWN OF BERRY
Municipal Government·MAZOMANIE
TOWN OF BLACK EARTH
Municipal Government·BLACK EARTH
TOWN OF BLUE MOUNDS
Municipal Government·BLUE MOUNDS
TOWN OF BROOKLYN
Municipal Government·BROOKLYN
TOWN OF CHRISTIANA
Municipal Government·CAMBRIDGE
TOWN OF CROSS PLAINS
Municipal Government·CROSS PLAINS
TOWN OF DANE
Municipal Government·DANE
TOWN OF DEERFIELD
Municipal Government·CAMBRIDGE
TOWN OF DUNN
Municipal Government·MCFARLAND
TOWN OF MEDINA
Municipal Government·MARSHALL
TOWN OF ROXBURY
Municipal Government·SAUK CITY
TOWN OF SPRINGDALE
Municipal Government·MOUNT HOREB
TOWN OF YORK
Municipal Government·COLUMBUS
VILLAGE OF BLACK EARTH
Municipal Government·BLACK EARTH
VILLAGE OF BLUE MOUNDS
Municipal Government·BLUE MOUNDS
BLACK EARTH JOINT FIRE DISTRICT
Special District·BLACK EARTH
CAPITAL AREA REGIONAL PLANNING COMMISSION
Special District·MADISON
COMMUNITY DEVELOPMENT AUTHORITY OF THE CITY OF MADISON
Special District·MADISON
CROSS PLAINS AREA EMS
Special District·CROSS PLAINS
CRYSTAL FISH AND MUD LAKE DISTRICT
Special District·LODI
DALEYVILLE SANITARY DISTRICT
Special District·MOUNT HOREB
DANE FIRE DEPT
Special District·DANE
DEFOREST AREA PUBLIC LIBRARY
Special District·DEFOREST
DE FOREST VILLAGE HOUSING AUTHORITY
Special District·DEFOREST
DEFOREST WINDSOR FIRE & EMS DISTRICT BOARD
Special District·DEFOREST
DUNKIRK DAM LAKE DISTRICT
Special District·STOUGHTON
DUNN SANITARY DISTRICT 1
Special District·MADISON
DUNN SANITARY DISTRICT 3
Special District·MCFARLAND
DUNN SANITARY DISTRICT 4
Special District·MC FARLAND
FITCH-RONA EMS
Special District·VERONA
KEGONSA SANITARY DISTRICT (DUNN SANITARY DISTRICT 2)
Special District·STOUGHTON
LAKE WINDSOR PROTECTION AND REHABILITATION DISTRICT
Special District·WINDSOR
OAKRIDGE SANITARY DISTRICT
Special District·MADISON
OAK SPRINGS INLAND LAKE PROTECTION AND REHABILITATION DISTRICT
Special District·DEFOREST
OREGON AREA FIRE EMS DISTRICT
Special District·OREGON
ROXBURY SANITARY DISTRICT 1
Special District·SAUK CITY
SAUK CITY HOUSING AUTHORITY
Special District·SAUK CITY
STOUGHTON CITY HOUSING AUTHORITY
Special District·MADISON
VANGUARD ELECTRIC COMMISSION
Special District·BLACK EARTH
WINDSOR SEWAGE UTILITY
Special District·DEFOREST
WINDSOR WATER UTILITY
Special District·DEFOREST
MADISON AREA TECHNICAL COLLEGE DISTRICT
School District·MADISON
SOUTH CENTRAL LIBRARY SYSTEM
School District·MADISON
1000 FRIENDS OF WISCONSIN, INC.
Nonprofit Organization·FITCHBURG
100 BLACK MEN OF MADISON INC
Nonprofit Organization·MADISON
100 MEN OF DANE COUNTY INC
Nonprofit Organization·MADISON
100STATE INC
Nonprofit Organization·Madison
100 WOMEN WHO CARE MADISON
Nonprofit Organization·Madison
101055 STOUGHTON AREA LL
Nonprofit Organization·Stoughton
12 STATE INC
Nonprofit Organization·Madison
1365 WI LOC WAUKESHA CO PARKS DEPT
Nonprofit Organization·Madison
14 SOUTH ARTISTS
Nonprofit Organization·Oregon
151 ADVENTURE INC
Nonprofit Organization·Sun Prairie
1800
Nonprofit Organization·MADISON
1848 PROJECT INC
Nonprofit Organization·MIDDLETON
21ST CENTURY DRUM & BUGLE CORPS FOUNDATION INC
Nonprofit Organization·Madison
221B CONSOLIDATED LTD
Nonprofit Organization·Fitchburg
265 FOUNDATION INC
Nonprofit Organization·FITCHBURG
2ND MARKET CAPITAL ECONOMIC OPPORTUNITY FOUNDATION INC
Nonprofit Organization·MADISON
350 Madison Inc
Nonprofit Organization·Madison
350 WISCONSIN
Nonprofit Organization·MADISON
350 WISCONSIN ACTION INC
Nonprofit Organization·MADISON
365 Media Foundation Inc
Nonprofit Organization·Madison
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Madison
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Madison
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Madison
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Madison
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·MADISON
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Madison
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Madison
4 LAKES 4 WHEELERS INC
Nonprofit Organization·Stoughton
4WAY APOSTOLIC CHRIST MINISTRY
Nonprofit Organization·Monona
50-T0-50 FOR HEART INC
Nonprofit Organization·Madison
6-8 INC
Nonprofit Organization·SAUK CITY
727A DUNN CTY COURTHOUSE EMPLOYEES
Nonprofit Organization·Madison
7591 FOUNDATION INC
Nonprofit Organization·Madison
801 WEST MADISON CYCLING TEAM
Nonprofit Organization·Fitchburg
8 MILES FOR WATER INC
Nonprofit Organization·MIDDLETON
9 LIVES RESCUE
Nonprofit Organization·Middleton
AA DEKHEN ZARA ENTERTAINMENT
Nonprofit Organization·Madison
AAF - DISTRICT 8
Nonprofit Organization·MADISON
AARON J MEYER FOUNDATION INC
Nonprofit Organization·Sun Prairie
ABBOTSFORD EDUCATION ASSOCIATION
Nonprofit Organization·MADISON
ABC FOR HEALTH INC
Nonprofit Organization·MADISON
ABC NURSERY SCHOOL
Nonprofit Organization·Black Earth
A BETTER DANE COUNTY INC
Nonprofit Organization·Madison
A BETTER WISCONSIN TOGETHER INC
Nonprofit Organization·MONONA
A BETTER WISCONSIN TOGETHER INSTITUTE
Nonprofit Organization·MONONA
ABILITIESSOFT INC
Nonprofit Organization·MADISON
ABRAXAS PRESS INCORPORATED
Nonprofit Organization·madison
ABUNDANT LIFE CHRISTIAN SCHOOLFOUNDATION INC
Nonprofit Organization·Madison
ACADEMIC LEARNING CENTER SOUTH INC
Nonprofit Organization·Madison
ACADEMIC STAFF PUBLIC REPRESENTATION ORGANIZATION INC
Nonprofit Organization·MADISON