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VerifiedFinancial Services· Founded 2004

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

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HeadquartersSan Francisco, United StatesEmployees55(11 to 50)Annual revenue$10M to <$50MFounded year2004Websitebakerave.comLinkedIn profileLinkedIn

Verified contacts

52

available on Kipplo

LinkedIn employees

55

11 to 50 range

Open roles

no listings

Distinct roles

32

indexed titles

Tech stack

2

tools in use

Monthly traffic

367

organic / mo

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Top roles at Bakeravenue Wealth Management

32 distinct titles indexed · top 10 shown.

  • 5wealth advisor, director
  • 4wealth associate
  • 3client services associate
  • 3tax manager
  • 2growth & experiences associate
  • 2senior finance manager
  • 2senior wealth associate
  • 1()
  • 1, -
  • 1bakeravenue
  • +22more titles

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