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RW Baker Wealth Management Group LLC

SEC Registered

Solutions for Today – Legacy for Tomorrow

Cheyenne, WYhttps://rwbakerwealth.com307-514-4445
Assets Under Management
$100M–$500M
Employees
2
Office Locations
1 office
Total Accounts
374

About the firm

RW Baker Wealth Management Group LLC is a registered investment advisor based in Cheyenne, Wyoming, serving individuals, families, and non-profits across Wyoming, the West, and many other states throughout the country. The firm is led by Rosalyn Baker, a financial advisor since 1983, who focuses on building long-term relationships with clients and guiding them toward their financial goals.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Areas of expertise

Registered Investment AdvisorWealth ManagementFinancial PlanningWomen's Financial AdviceNon-profit ClientsIndependent RIA

Services

Financial advisory services, including personalized investment advice and educational events for women, offered under the independent RIA model.

Who they serve

Individuals, families, and non-profits across Wyoming, the West, and many other states throughout the country, with a particular focus on helping women.

Client segmentClientsAssets managed
Individuals (Non-HNW)126$27M
High Net Worth Individuals70$107M

Leadership

Rosalyn Wallach Baker
CCO, MEMBER

Office locations

1 office in 1 state
WY
CheyenneHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#297087
SEC Number
801-121877
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $50,000 (waivable)

Data as of February 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RW Baker Wealth Management Group LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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