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BakerAvenue Wealth Management

Mission protected

Yes

Meets the PBC Index standard

Protected through

  • Certified B Corporation

What they do

BakerAvenue Wealth Management provides financial, investment, tax, and estate planning services for individuals and families. They also offer family office services and investment strategies focused on real estate, concentrated stocks, and impact investing.

Mission statement
To foster an economically efficient, sustainable global financial system that creates long-term value for clients and the community.

Status

Private

Industry

Financial Services & Fintech

Headquarters

San Francisco, California

Founded

2004

Sources (2)

Added 2026-06-07 · last updated 2026-06-07Informational only; not legal advice. Verify against the sources above before relying on this entry.