Beth A. Zilka

BARON WEALTH MANAGEMENT

Troy, MI 48083

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CRD#: 4382704

Professional summary

Beth Anne Zilka, who also goes by Beth Anne Duff, is a registered financial advisor currently at BARON WEALTH MANAGEMENT, LLC located in Troy, Michigan.

Beth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Beth has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 28 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Beth Anne Duff

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INDEPENDENTLY LICENSED INSURANCE AGENT, TROY OFFICE. THE TIME SPENT ON THIS ACTIVITY MAY VARY THROUGHOUT THE YEAR BUT GENERALLY WILL INVOLVE NO MORE THAN 10% OF REGISTRANT'S TIME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beth Anne Zilka's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 3, 2010 - Present

BARON WEALTH MANAGEMENT, LLC

Office #1: 3150 Livernois Road Suite 250, Troy, MI 48083

RIA

CRD#: 153117

Troy, MI

Past

August 11, 2003 - March 1, 2010

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

TROY, MI

Past

July 5, 2001 - August 13, 2003

NANTUCKET SECURITIES COMPANY, LLC

CRD#: 112318

BLOOMFIELD HILLS, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BARON WEALTH MANAGEMENT, LLC

BARON WEALTH MANAGEMENT, LLC | GRANITE ADVISORS, LLC

CRD#: 153117 / SEC#: 801-71168

RIA

Registered Investment Advisory firm - (3/3/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(5/3/2010)

IAR

Texas
(3/30/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/14/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/13/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/18/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 28

Date: 5/25/2001

Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm

BARON WEALTH MANAGEMENT, LLC

BARON WEALTH MANAGEMENT, LLC | GRANITE ADVISORS, LLC

CRD#: 153117 / SEC#: 801-71168

RIA

Registered Investment Advisory firm - (3/3/2010 Approved)

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Contact information

Main Address

3150 Livernois Road Suite 250, Troy, MI 48083

Mailing Address

Phone number

(248) 251-0161

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BARON WEALTH MANAGEMENT ADV 2A MARCH 2025 (3/14/2025)

Regulatory assets under management

Total Number of Accounts	670
AUM (Assets Under Management)	$ 702,121,597

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Beth A. Zilka

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beth Anne Zilka's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERCER ALLIED COMPANY, L.P.

NANTUCKET SECURITIES COMPANY, LLC

Primary Firm SEC Registration

BARON WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/14/2010

Series 63

Date: 8/13/2002

Series 7

Date: 6/18/2002

Series 28

Date: 5/25/2001

Current Firm

BARON WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BARON WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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