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BAUER WEALTH MANAGEMENT INC.
CRD 152977 · SEC 801-122717
5755 MARK DABLING BLVD, SUITE 245, COLORADO SPRINGS, CO, 80919, United States
Phone
719 575-9000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$205.9M
Discretionary AUM
$202.6M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $28.6M |
| High net worth individuals | 86 | $174.2M |
| Charitable organizations | 1 | $1K |
| Corporations/business entities | 1 | $3.1M |
States served
CO, TX
All web addresses on file
Official SEC filing: View on IAPD