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BakerAvenue Wealth Management
A Wealth Advisory Manager supports Wealth Advisors in delivering comprehensive wealth management solutions to high-net-worth individuals and families. The role involves developing financial plans, managing portfolios, and preparing customized proposals while facilitating day-to-day client interactions through various communication channels. This position acts as a key resource for advisors, ensuring efficient team operations and strategic guidance on wealth management topics within the Dallas office.
Headquarters
San Francisco, California, United States
Company Size
11-50 employees
Founded
2004
BakerAvenue Wealth Management is a wealth and investment advisory firm that provides financial and investment planning strategies to guide families and individuals through life's transitions. They offer tailored services including investment management, comprehensive financial and life planning, and legacy/multi‑generation planning designed to preserve and grow wealth over the long term. The firm emphasizes a disciplined investment process, personalized advice, and client access to digital tools and resources to support ongoing relationship and planning needs.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for BakerAvenue Wealth Management.
BakerAvenue Wealth Management didn’t post a salary, so this is our estimate from similar listings.
6% above the average for this role