Baird Private Wealth Management

Finance · Wisconsin, United States · 201-500 Employees

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Overview

Headquarters

777 E Wisconsin Ave, Milwaukee, Wisconsi...

Revenue

$13.2 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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Jul
ZI Rank
1
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2

About Baird Private Wealth Management

Baird Private Wealth Management is a company that specializes in investment planning advice such as retirement, savings accounts, and other wealth strategies. The company is based in Milwaukee, Wisconsin.Explore more
Baird Private Wealth Management's Social MediaPopular SearchesBaird Private Wealth ManagementBaird & CoBaird CoBaird WealthSIC Code 62,628NAICS Code 52,523Show more

Baird Private Wealth Management Org Chart

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JM
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Chief Operating Officer

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ED
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Managing Director

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TB
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Vice President, Branch Administrative Manager

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Vice President

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CE
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Vice President

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Vice President

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Assistant Vice President. Branch Administrati...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Baird Private Wealth Mana...

$13.2M
201-500
Private
-
-
JM
John MeeganChief Operating Officer
$55.7M
51-200
Private
-
2018
PR
Peter RaimondiFounder & CEO
$37.1M
51-200
Private
-
1990
$33.6M
51-200
Private
-
2012
JW
Jonathan WilliamsChief Operations Officer
$30.1M
51-200
Private
-
2001
Scott Cross, Principal, Chief Operating Officer at HBKS Wealth Advisors
Scott CrossPrincipal, Chief Operating Officer
$29.9M
51-200
Private
<$5M
1990
TW
Tim WeinkamSenior Controller
$5.6M
51-200
Private
-
1995
Peggy Girard, Financial Advisor & President at Girard
Peggy GirardFinancial Advisor & President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Baird Private Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Baird Private Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Baird Private Wealth Management.

Baird Private Wealth Management Tech Stack

A closer look at the technologies used by Baird Private Wealth Management

Most Recent Scoops

Facilities Relocation / Expansion
Facilities Relocation/Expansion, Business Development, Operations
Facilities Relocation / Expansion
Baird Private Wealth Management is planning to move offices in March 2026. The move will impact approximately 50 employees at the existing office located at 777 E Wisconsin Ave, Milwaukee, WI.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Baird Private Wealth Management is considering moving offices located at 4 Sentry Pkwy, Suite # 102, Blue Bell, PA in 2027.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Baird Private Wealth Management is planning to move offices in October 2025. The move will impact employees at the existing office located at 1750 Tysons Boulevard, Suite #260, Mclean, VA.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Facilities Relocation/Expansion
See more scoops

Top Finance Companies

Frequently Asked Questions Regarding Baird Private Wealth Management

What is Baird Private Wealth Management's official website?
Baird Private Wealth Management's official website is www.bairdwealth.com
What is Baird Private Wealth Management's Revenue?
Baird Private Wealth Management's revenue is $13.2 Million
What is Baird Private Wealth Management's SIC code?
Baird Private Wealth Management's SIC: 62,628
What is Baird Private Wealth Management's NAICS code?
Baird Private Wealth Management's NAICS: 52,523
How many employees does Baird Private Wealth Management have?
Baird Private Wealth Management has 201-500 employees
What industry does Baird Private Wealth Management belong to?
Baird Private Wealth Management is in the industry of: Finance, Securities Trading
What is Baird Private Wealth Management competition?
Baird Private Wealth Management top competitors include: HBKS Wealth Advisors, Truepoint Wealth Counsel, Dakota Wealth Management, Wealth Strategies Group
What companies has Baird Private Wealth Management acquired?
Baird Private Wealth Management has acquired the companies: Baird, Baird, Duffy Group, Hefren-Tillotson
What technology does Baird Private Wealth Management use?
Some of the popular technologies that Baird Private Wealth Management uses are: Cloudflare Website Optimization, Adobe Typekit, Neustar UltraDNS, Google Tag Manager
What does Baird Private Wealth Management do?

Baird Private Wealth Management is a company that specializes in investment planning advice such as retirement, savings accounts, and other wealth strategies. The company is based in Milwaukee, Wisconsin.... Read More

What are Baird Private Wealth Management social media links?
Baird Private Wealth Management Linkedin page Baird Private Wealth Management Twitter page
Is Baird Private Wealth Management a public company?
Baird Private Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Baird Private Wealth Management

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