Beth Zilka
Baron Wealth Management · Troy, Michigan
Beth Zilka is a fee-only financial advisor at Baron Wealth Management in Troy, Michigan. Baron Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Beth →
Facts
| Firm | Baron Wealth Management |
|---|---|
| Based in | Troy, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $846.8M across 736 accounts |
| SEC registration | Investment adviser representative in MI, TX · CRD 4382704 |
| Exams passed | Series 63 (2002) · Series 65 (2010) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.baron-wealth.com |
| Profile |
How Beth's firm compares
- Baron Wealth Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 736 accounts).
Request an introduction to Beth
Tell Beth a little about what you're looking for. Beth isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Beth
Is Beth Zilka a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Beth holds no broker registration, and Baron Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Beth charge for financial advice?
Beth's firm, Baron Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Beth Zilka based?
Beth Zilka is based in Troy, Michigan.
Is Beth Zilka registered with the SEC?
Yes. Beth Zilka is registered as an investment adviser representative in MI and TX (CRD 4382704), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Baron Wealth Management manage?
Baron Wealth Management reports $846.8M across 736 accounts in assets under management.
How do I contact Beth Zilka?
Through Beth's website, www.baron-wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.