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| Bautis Financial LLC
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|---|---|
| CRD # | 148582 |
| SEC # | 801-129584 |
| CIK # | |
| AUM | 197.4 M (2026-02-18) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 862-205-5800 |
| Address | 8 Hillside Ave Montclair, NJ 07042 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 121.1 |
| (b) Individuals (high net worth individuals) | 27 | 76.3 |
| (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 | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 797 | 197.4 |
| By Discretionary | ||
| Discretionary | 797 | 197.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 797 | 197.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.4 | |
| Total | 797 | 197.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
D & P Investment Advisors Ltd
✚
|
RI | 197.8 M |
|
Eaglestone Wealth Advisors Inc
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|
MD | 197.7 M |
|
Preston Advisory Services LLC
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AZ | 197.7 M |
|
Attentive Investments LLC
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|
Copper Beech Financial Group LLC
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NJ | 197.4 M |
|
APS Advisors
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CA | 197.2 M |
|
Fee-Only Fiduciary Advisors LLC
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MI | 197.0 M |
|
REI Wealth Management LLC
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|
196.8 M | |
|
Bradley Wealth LLC
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|
AZ | 196.7 M |
|
Goyette Financial Planning Inc
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CA | 196.7 M |