Bautis Financial, LLC
Bautis Financial, LLC is an SEC-registered mass-market adviser in Montclair, NJ with $197.4M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Bautis Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148582, SEC 801-129584, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $197.4M (2026-02-18)
- Firm type
- Mass-Market Adviser
- Location
- Montclair, NJ
- Employees
- 5
- Clients
- 275
- CRD
- 148582
- Ownership
- BAUTIS, MARC, ARTHUR
How much AUM does Bautis Financial, LLC have?
Bautis Financial, LLC reported $197.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Bautis Financial, LLC?
Disclosed owners and executives of Bautis Financial, LLC include BAUTIS, MARC, ARTHUR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.