

Baobab Wealth Management Management Team
Get Verified Emails For Baobab Wealth Management
Contact top employees from
Baobab Wealth Management
Summary
Baobab Wealth Management has been in the industry for 26 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 2. To connect with Baobab Wealth Management employee register on SignalHire.
Organization Website | baobabwealth.com |
Industries | |
Headquarters Location | 169 Tiziano Way, Venice, Florida, 34275 US |
Employees Size | 1-10 employees |
Specialties | Financial Planning, Retirement Planning, Asset Management, Income Planning, Pension Maximization Strategy, Life Insurance, College Education Programs, Disability and Long Term Care Planning, Fee Based |
Founded | 2000 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Baobab Wealth Management shows a diverse range of experience levels:
100% for 1–2 yearsDiscover More
Contact top employees from
Baobab Wealth Management
Sonja Puetzer
Co-Owner and Chief Compliance Officer
James Miller
Financial Advisor and Owner
Companies Similar to Baobab Wealth Management
FAQ
Baobab Wealth Management operates in the Finance industries. More details can be found on the official website: baobabwealth.com.
The headquarters of Baobab Wealth Management are located in Venice, United States.
Baobab Wealth Management currently employs 1-10 people.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.




