Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001840565-25-000002
Filing Date
2025-04-09
Accepted
2025-04-09 12:25:19
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-04-09

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1930
2 BakerTillyFinancial_13f.html INFORMATION TABLE  
2 BakerTillyFinancial_13f.xml INFORMATION TABLE 117035
  Complete submission text file 0001840565-25-000002.txt   120259
Mailing Address PO BOX 7398 MADISON WI 53703-7398
Business Address 4807 INNOVATE LANE MADISON WI 53718 608-249-6622
BAKER TILLY WEALTH MANAGEMENT, LLC (Filer) CIK: 0001840565 (see all company filings)

EIN.: 462648231 | State of Incorp.: WI | Fiscal Year End: 0531
Type: 13F-HR | Act: 34 | File No.: 028-20549 | Film No.: 25824452