BakerAvenue Wealth Management Overview

  • Service
  • Limited Partner Consultant

  • Year Founded
  • 2004

Year Founded

  • Employees
  • 14


BakerAvenue Wealth Management General Information


Founded in 2004, BakerAvenue Wealth Management provides wealth management services supported with proprietary investment management expertise. The firm is headquartered in San Francisco, with offices in New York, Dallas, Palm Beach and Naples.

Contact Information

Year Founded
Service Provider Type
LP Consultants
Corporate Office
  • 301 Battery Street
  • 2nd Floor
  • San Francisco, CA 94111
  • United States
+1 (415) 000-0000

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BakerAvenue Wealth Management Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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BakerAvenue Wealth Management Team (23)

Name Title Deals Office Contact
Simon Baker Founder, Partner, Chief Executive Officer and Chairman of Executive Committee and Member of Investment Committee San Francisco, CA
Tom Ngo Chairperson of the Executive Committee, Member of the Investment Committee, Partner & President San Francisco, CA
Gerald Luff Chief Compliance Officer, Chief Operating Officer & Partner San Francisco, CA
Scott Stephens Wealth Advisor, Managing Director & Partner Dallas, TX
Josh Young Wealth Advisor & Managing Director, Wealth Advisory Team San Francisco, CA
You’re viewing 5 of 23 team members. Get the full list »

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