BASELINE WEALTH MANAGEMENT LTD.

CRD 155526 · SEC 801-72136

RUE DU RHÔNE 67, GENEVA, CA, 1207, Switzerland

Phone

+41 58 105 76 20

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.08B

Discretionary AUM

$658.9M

Team

13 total employees; 9 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-06-04

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
High net worth individuals	261	$1.08B

CA, NY, TX, FL

Official SEC filing: View on IAPD