What departments does BakerAvenue Wealth Management have?

BakerAvenue Wealth Management has employees across 4 departments including Finance, Operations, Accounting, Sales.

What is the largest department at BakerAvenue Wealth Management?

The largest department at BakerAvenue Wealth Management is Finance with 2 employees.

Where are BakerAvenue Wealth Management employees located globally?

BakerAvenue Wealth Management has employees across 2 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada.

How has BakerAvenue Wealth Management's team size changed over time?

BakerAvenue Wealth Management's team has remained stable from approximately 51 to 51 employees based on available data.

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BakerAvenue Wealth Management Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

BakerAvenue Wealth Management is a financial services firm offering comprehensive wealth management and investment guidance for affluent individuals and families, charitable trusts, and endowments. Founded in 2004, the company is headquartered in San Francisco and operates offices in New York, Dallas, Houston, Seattle, San Diego, Sun Valley, and Naples. It follows a fiduciary model, prioritizing clients' interests while pursuing a holistic approach that seeks to align financial strategies with their values. The firm serves clients navigating personal and professional transitions, providing guidance through wealth management and oversight of asset allocation to support long-term value creation. Within the financial services industry, BakerAvenue positions itself as a purpose-driven advisor that emphasizes excellence, trust, and community in its practice.

BakerAvenue Wealth Management Global Highlights

North America
68

United States Of America
67
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
J. B.
Cofounder President
Mobile Phone
Email
J. H.
Investment Management, Director
Mobile Phone
Email
M. T.
Director, Client Service
Mobile Phone
Email
G. O.
Director Of Tax Planning, Financial Advisor
Mobile Phone
Email
J. Y.
Wealth Advisor Managing Director
Mobile Phone
Email
K. K.
Associate Director
Mobile Phone
Email
T. S. A.
Director Of Operations At Bakeravenue Wealth Management
Mobile Phone
Email

BakerAvenue Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Human Resources
Sales

Contact profiles from BakerAvenue Wealth Management

Name

Title

Contact Info

Location

Last Update

D. P.
Sales Staff
Mobile Phone
Email
Oct 16, 2024
J. L.
Wealth Associate
Mobile Phone
Email
Jun 30, 2026

Frequently Asked Questions

What is BakerAvenue Wealth Management known for?

BakerAvenue Wealth Management was founded in 2004 operates in the Financial Services industry; 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 58 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

As of July 2026, BakerAvenue Wealth Management's key employees include:

Head Social Impact And Philanthropy: A. H.
Cofounder President: J. B.
Investment Management, Director: J. H.
Director, Client Service: M. T.
Director Of Tax Planning, Financial Advisor: G. O.

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BakerAvenue Wealth Management Employee Directory

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