BakerAvenue Wealth Management Employee Directory

Q: What is BakerAvenue Wealth Management known for?

BakerAvenue Wealth Management was founded in 2004. BakerAvenue Wealth Management operates in the Financial Services industry.

Financial ServicesCalifornia, United States51-200 Employees

Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations and endowments. We’re headquartered in San Francisco with offices in New York, Dallas, Houston, Seattle, San Diego, Sun Valley and Naples.

As a purpose-driven firm, our goal is to create an impact by supporting you and the community we share. We do so by delivering intelligent wealth management solutions while fostering long-term value creation. What drives us are our values of excellence, trust, and community, and we take a holistic approach to align your portfolio with your values.

Our firm is committed to continually elevating our practices. While as fiduciaries it is our mission to protect your interests ahead of our own, it is our dedication to purpose, passion, and performance that drives our innovative approach.

For more information, contact us or call 888.585.1750.

Find BakerAvenue Wealth Management employees' phone numbers or email addresses

BakerAvenue Wealth Management Global Highlights

North America
66

United States Of America
65
Canada
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

BakerAvenue Wealth Management's Leadership

A. H.
Head Social Impact And Philanthropy
Mobile Phone
Email
S. C. S.
Managing Partner & Director
Mobile Phone
Email
J. B.
Owner
Mobile Phone
Email
J. B.
Cofounder President
Mobile Phone
Email
S. P.
Regional Vice President Of Operations, Us South
Mobile Phone
Email
J. Y.
Wealth Advisor, Managing Director
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Email
J. H.
Investment Management, Director
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G. E.
Wealth Advisor, Director
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Email

Contact profiles from BakerAvenue Wealth Management

Name

Title

Contact Info

Location

Last Update

M. T.
Senior Client Service Manager
Mobile Phone
Email
Bay
Nov 12, 2025
J. B.
Relationship Manager
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
T. P.
Manager
Mobile Phone
Email
Oct 21, 2024
J. Q.
Senior Wealth Associate
Mobile Phone
Email
Bay
Nov 12, 2025
J. L.
Wealth Associate
Mobile Phone
Email
Oct 26, 2025
D. P.
Sales Staff
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is BakerAvenue Wealth Management known for?

BakerAvenue Wealth Management was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 1 Embarcadero Center, Suite 2530 Floor 25; you can contact the main corporate office by phone at

+1-415-986-****

. Explore BakerAvenue Wealth Management's company overview page for more information.

What is BakerAvenue Wealth Management's most common email format?

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

How many employees does BakerAvenue Wealth Management have currently?

BakerAvenue Wealth Management has approximately 51 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are BakerAvenue Wealth Management's key employees and leadership?

As of December 2025, BakerAvenue Wealth Management's key employees include:

Head Social Impact And Philanthropy: A. H.
Managing Partner & Director: S. C. S.
Owner: J. B.
Cofounder President: J. B.
Regional Vice President Of Operations, Us South: S. P.

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