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| Bauman Advisory Group LLC
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|---|---|
| CRD # | 153061 |
| SEC # | 801-131480 |
| CIK # | 0002111802 |
| AUM | 206.4 M (2026-05-22) |
| Employees | 19 (42% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 702-897-9997 |
| Address | 10501 W Gowan Rd Las Vegas, NV 89129 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Gold Trust Micro | 8.9 | ||
| Apple Inc | 2.3 | ||
| Costco Wholesale Corp /NEW | 1.3 | ||
| Wal Mart Stores Inc | 1.2 | ||
| ETFS Silver Trust | 1.1 | ||
| United Parcel Service Inc | 1.0 | ||
| Microsoft Corp | 0.9 | ||
| Nvidia Corp | 0.8 | ||
| Fidelity Wise Origin Bitcoin Fund | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 447 | 125.7 |
| (b) Individuals (high net worth individuals) | 44 | 79.1 |
| (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 | 1 | 1.5 |
| (h) Charitable organizations | 1 | 0.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,043 | 206.4 |
| By Discretionary | ||
| Discretionary | 1,043 | 206.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,043 | 206.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.4 | |
| Total | 1,043 | 206.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111802] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
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|
Parkview Asset Management Inc
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|
Hardworking Capital Advisors LLC
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|
Bauer Wealth Management Inc
✚
|
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