Emily
Chludzinki
Baron Wealth Management, LLC
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About this Advisor
Emily Chludzinki is a certified financial planner who works out of Troy, Michigan with a total of 1 year of industry experience. Chludzinki works at Baron Wealth Management, LLC. Throughout their career, Chludzinki has worked at Plante Moran Financial Advisors, Hillsdale College Athletic Dept, Lake Orion Community Schools, Hillsdale College and Baron Wealth Management. Chludzinki holds a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Michigan. Baron Wealth Management, LLC is an advisory business that has its headquarters in Troy, MI. It manages $499 million in assets between its 541 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 541 accounts, 66% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Baron Wealth Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules largely depend on which services the firm provides the client. However, fees billed by Baron Wealth Management, LLC most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Baron Wealth Management, LLC Brokerage Details
$498,764,977
6
541
$921,932
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Emily Chludzinki Work History
Emily has been registered as a financial advisor for 1 years.*
Baron Wealth Management
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Lake Orion Community Schools
Hillsdale College Athletic Dept
Hillsdale College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Emily Chludzinki to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Baron Wealth Management, LLC
Troy, MI
Troy, MI
Troy, MI
Troy, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
