Baseline Wealth Management Ltd.

Registered investment adviser · Geneva · CRD #155526

Form ADV data as of 2026-09-01

Regulatory assets

$1.08 billion

Total accounts

261

Employees

Disclosure events

Firm details

Website: https://www.baselinewealth.com
Telephone: +41 58 105 76 20
SEC file number: 801-72136
Most recent Form ADV filing: 2026-06-04
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 3 disclosure questions answered Yes, covering 3 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a violation of its regulations or statutes
SEC or CFTC imposed a civil money penalty or a cease-and-desist order
Another regulator entered an order in connection with investment-related activity (past 10 years)

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$658.9 million
Non-discretionary regulatory assets under management	$424.5 million
Total regulatory assets under management	$1.08 billion
Discretionary accounts	154
Non-discretionary accounts	107
Total accounts	261
Regulatory assets under management attributable to non-U.S. persons	$547.0 million

People

Total employees (excluding clerical)	13
Employees performing investment advisory functions (including research)	9
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	1
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	7

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementPerformance-based fees

Advisory services offered

Portfolio management for individuals and/or small businesses

Affiliated related persons

Other investment adviser (including financial planners)Trust companyAccountant or accounting firmLawyer or law firmInsurance company or agencyPension consultant

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
High net worth individuals	261	$1.08 billion