Managing Member · Baer Wealth Management
Molly E. Baer
CRD 6368474 · Named on Form ADV at one SEC-registered adviser
At a glance
Baer Wealth Management, an SEC-registered wealth manager based in Marietta, GA with $335 million in regulatory assets, lists Molly E. Baer on its Form ADV as Managing Member, a control person.
Firms and roles
- Baer Wealth ManagementManaging MemberWealth manager · Marietta, GA · $335M in regulatory assets
AtlasMembers
Molly’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kenneth J. BaerChief Compliance Officer, Baer Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Molly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.