Family Office · San Francisco, CA, United States
BakerAvenue Wealth Management is a privately held investment advisory firm founded in 2004 and headquartered in San Francisco, California. The company provides wealth management, investment advisory, and financial planning services to individuals, families, and institutions. BakerAvenue is known for its personalized approach to portfolio management and its focus on aligning investment strategies with clients’ long-term financial goals. The firm also emphasizes socially responsible investing and has expanded its presence with additional offices in New York and Dallas.
Business models
services
Customer segments
High-net-worth individuals, Family offices
Geography
US
We never publish partner emails directly. Score your deck to unlock contacts for the firms ranked as best-fit.
BakerAvenue Wealth Management deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VC Boom tracks BakerAvenue Wealth Management alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
Family Office
Nordwealth Family Office
family office services, wealth management, fiduciary services
Family Office
Northcoast Asset Management
wealth management, portfolio management, investment advisory
Family Office
Nucleus Wealth
wealth management, investment management, fintech
Family Office
onefocus
financial services, insurance, accounting
Seed VC
OPERA WEALTH MANAGEMENT
wealth management, financial advisory, philanthropy
Family Office
Optivest Wealth Management
wealth management, financial planning, real estate
Drop your pitch. VC Boom scores it on the 8 dimensions VCs read for and ranks the 47,000+ active investors in the database by fit. BakerAvenue Wealth Management is one of them — and we'll tell you exactly where they sit in your top 100.