Baer Wealth logo

Baer Wealth Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Baer Wealth is a financial services firm that operates as an independent registered investment advisor. It serves high-net-worth individuals and corporate clients, prioritizing strong personal interaction and tailored guidance. Its independence is intended to enable investment advice aligned with clients' best interests. The firm charges a fee based on a percentage of assets under management.

Based in Marietta, Georgia, the company maintains a small team. It positions itself within the financial services sector as a client-focused independent advisor.

Find Baer Wealth employees' phone numbers or email addresses

Baer Wealth Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Baer Wealth's Leadership

  • Stylized image of a person
    K. B.
    Sr. Wealth Manager, Managing Partner
  • Stylized image of a person
    S. C.
    Office Manager/ Executive Assistant

Baer Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Baer Wealth

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. B.
    Sr. Wealth Manager, Managing Partner
    Jan 06, 2025
  • Stylized image of a person
    S. C.
    Office Manager/ Executive Assistant
    May 29, 2026

Frequently Asked Questions

What is Baer Wealth known for?

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Baer Wealth was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Baer Wealth's company overview page for more information.

What is Baer Wealth's most common email format?

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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?

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Baer Wealth has approximately 3 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Baer Wealth's key employees and leadership?

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

  • Sr. Wealth Manager, Managing Partner: K. B.
  • Office Manager/ Executive Assistant: S. C.

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