BakerAvenue Wealth Management
Financial Services • 
1 Embarcadero Center, Fl 25, United States • 51-100 Employees
Company overview
| Headquarters | 1 Embarcadero Center, Fl 25, Ste 2530, San Francisco, CA 94111, US |
| Phone number | +12399221525 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Tax Planning, Family Office, Wealth Management, Impact Investing, Asset Management, Retirement Planning, Financial Planning, Alternative Investments, Estate Planning, Philanthropy, Legacy Planning, Investment Strategies, Life Planning, Investment Advisors, Concentrated Stock, Tactical Asset Allocation, Estate & Trust, Blue Chip, Market Outlook, Dynamic Core, Esg & Sustainable Investments, Financial Feminism, Global Income, Multi-Generation Planning, Tactical Fix Income |
| Founded | 2004 |
| Employees | 51-100 |
| Socials |
Key Contacts at BakerAvenue Wealth Management
Sheila Rabaut
Director
Joshua Young
Wealth Advisor, Managing Director
Julia Bialek
Wealth Advisor, Director
Geoffrey Erwin
Wealth Advisor, Director
Michael Dunn
Wealth Solutions Managing Director
Tracy Salvador
Director Of Operations
Scott C. Stephens
Managing Partner & Director
Jonathan Bernstein
Wealth Advisory, Managing Director
James Hong
Investment Management, Director
Nick Espiritu
Wealth Advisor, Director
BakerAvenue Wealth Management Email Formats
BakerAvenue Wealth Management uses 3 email formats. The most common is {2char} (e.g., {2char}@bakerave.com), used 78.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{2char} | {2char}@bakerave.com | 78.6% |
{first initial}.{last name} | j.doe@bakerave.com | 14.3% |
{first initial}{last name} | jdoe@bakerave.com | 7.1% |
About BakerAvenue Wealth Management
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.
BakerAvenue Wealth Management revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $197,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
BakerAvenue Wealth Management has 26 employees across 6 departments.
Departments
Number of employees
Funding Data
BakerAvenue Wealth Management has never raised funding before.
BakerAvenue Wealth Management Tech Stack
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Frequently asked questions
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