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| Keyboard |
| Bauer Wealth Management Inc
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|---|---|
| CRD # | 152977 |
| SEC # | 801-122717 |
| CIK # | |
| AUM | 205.9 M (2026-05-19) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 719-575-9000 |
| Address | 5755 Mark Dabling Blvd Colorado Springs, CO 80919 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 28.6 |
| (b) Individuals (high net worth individuals) | 86 | 174.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 609 | 205.9 |
| By Discretionary | ||
| Discretionary | 597 | 202.6 |
| Non-Discretionary | 12 | 3.4 |
| Total | 609 | 205.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 205.9 | |
| Total | 609 | 205.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bauman Advisory Group LLC
✚
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NV | 206.4 M |
|
Alexis Investment Partners LLC
✚
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206.4 M | |
|
Cooksen Wealth LLC
✚
|
TX | 206.2 M |
|
HFH Planning Inc
✚
|
206.1 M | |
|
Parkview Asset Management Inc
✚
|
IL | 206.1 M |
|
Hardworking Capital Advisors LLC
✚
|
CA | 206.0 M |
|
Brightpath Wealth Planning LLC
✚
|
CA | 205.8 M |
|
Western Pacific Wealth Management LP
✚
|
IL | 205.5 M |
|
Manhattan Global Asset Management LLC
✚
|
NV | 205.5 M |
|
Rookwood Wealth Management LLC
✚
|
205.4 M |