Baer Wealth Employee Directory

Q: What is Baer Wealth known for?

Baer Wealth was founded in 2009. Baer Wealth operates in the Financial Services industry.

Q: How many employees does Baer Wealth have currently?

Baer Wealth has approximately 4 employees.

Financial ServicesGeorgia, United States2-10 Employees

Our firm is an Independent Registered Investment Advisor. We act exclusively in partnership with high net worth and corporate clients. We are in a position to do that and pride ourselves on strong personal interaction with our clients and dedication to their needs. Independence is key to offering investment advice based on what’s best for our clients. We charge a fee based on a percentage of total assets managed. It’s simple and easy to understand, helping to avoid surprises. It also gives us an incentive to grow your assets - when you succeed, we succeed.

Find Baer Wealth employees' phone numbers or email addresses

Baer Wealth Global Highlights

North America
5

United States Of America
5

Baer Wealth's Leadership

K. B.
Sr. Wealth Manager, Managing Partner
Mobile Phone
Email
K. B.
Sr. Wealth Manager, Managing Partner
Mobile Phone
Email
S. C.
Office Manager/ Executive Assistant
Mobile Phone
Email
M. D.
Client Service Specialist
Mobile Phone
Email

Baer Wealth Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Baer Wealth

Name

Title

Contact Info

Location

Last Update

K. B.
Sr. Wealth Manager, Managing Partner
Mobile Phone
Email
United StatesGeorgia
Feb 18, 2026
K. B.
Sr. Wealth Manager, Managing Partner
Mobile Phone
Email
Jan 06, 2025
S. C.
Office Manager/ Executive Assistant
Mobile Phone
Email
Feb 17, 2026
M. D.
Client Service Specialist
Mobile Phone
Email
United StatesGeorgia
Nov 14, 2025

Frequently Asked Questions

What is Baer Wealth known for?

Baer Wealth was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 101 Village Parkway Building 1 Suite 200 Marietta, Georgia 30067 United States; you can contact the main corporate office by phone at

+1-770-984-****

. Explore Baer Wealth's company overview page for more information.

What is Baer Wealth's most common email format?

Baer Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Baer Wealth email formats with LeadIQ.

How many employees does Baer Wealth have currently?

Baer Wealth has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Baer Wealth's key employees and leadership?

As of February 2026, Baer Wealth's key employees include:

Sr. Wealth Manager, Managing Partner: K. B.
Sr. Wealth Manager, Managing Partner: K. B.
Office Manager/ Executive Assistant: S. C.
Client Service Specialist: M. D.

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