BakerAvenue Wealth Management is a financial services company specializing in comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Here are key details about the company: - Founding and Headquarters: Established in 2004, BakerAvenue is headquartered in San Francisco, California, with additional offices in New York, Dallas, Houston, Seattle, San Diego, Sun Valley, and Naples[1][5]. - Services and Mission: The company provides tactical asset allocation and wealth management solutions, focusing on aligning clients' portfolios with their values. As a purpose-driven firm, BakerAvenue aims to create positive societal impact while delivering intelligent wealth management strategies[1][3][5]. - Certifications and Impact: BakerAvenue is a Certified B Corporation since May 2020, reflecting its commitment to social and environmental responsibility. It achieved an overall B Impact Score of 99.3, significantly higher than the median score of 50.9 for ordinary businesses[3]. - Revenue and Employees: As of 2024, BakerAvenue reported an annual revenue of $13 million and employs approximately 50 people[1]. - Values and Approach: The company emphasizes values of excellence, trust, community, and inclusion, taking a holistic approach to wealth management while fostering long-term value creation[1][5].