0001840565-24-000006.txt : 20240814 0001840565-24-000006.hdr.sgml : 20240814 20240814113444 ACCESSION NUMBER: 0001840565-24-000006 CONFORMED SUBMISSION TYPE: N-PX PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240814 EFFECTIVENESS DATE: 20240814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BAKER TILLY WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001840565 ORGANIZATION NAME: IRS NUMBER: 462648231 STATE OF INCORPORATION: WI FISCAL YEAR END: 0531 FILING VALUES: FORM TYPE: N-PX SEC ACT: 1934 Act SEC FILE NUMBER: 028-20549 FILM NUMBER: 241205509 BUSINESS ADDRESS: STREET 1: 4807 INNOVATE LANE CITY: MADISON STATE: WI ZIP: 53718 BUSINESS PHONE: 608-249-6622 MAIL ADDRESS: STREET 1: PO BOX 7398 CITY: MADISON STATE: WI ZIP: 53703-7398 FORMER COMPANY: FORMER CONFORMED NAME: BAKER TILLY FINANCIAL, LLC DATE OF NAME CHANGE: 20210114 N-PX 1 primary_doc.xml N-PX IM LIVE 0001840565 XXXXXXXX false false 06/30/2024 YEAR 2024 BAKER TILLY WEALTH MANAGEMENT, LLC 608-240-2541

4807 INNOVATE LANE MADISON WI 53718

INSTITUTIONAL MANAGER NOTICE REPORT REPORTING PERSON HAS POLICY TO NOT VOTE N 028-20549 N BAKER TILLY WEALTH MANAGEMENT, LLC Barbara Olson Barbara Olson Chief Compliance Officer 08/14/2024