Bauer Wealth Management Inc.
Bauer Wealth Management Inc. is an SEC-registered wealth manager in Colorado Springs, CO with $205.9M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Bauer Wealth Management Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152977, SEC 801-122717, data through 2026-05-19.
- AUM (assets under management / regulatory AUM)
- $205.9M (2026-05-19)
- Firm type
- Wealth Manager
- Location
- Colorado Springs, CO
- Employees
- 3
- Clients
- 162
- CRD
- 152977
- Ownership
- BAUER, DANIEL, CARL; FRANZ, CHRIS, AARON; BREAKEY, JOE, SHERMAN; HEITZMANN, STEPHEN, DANIEL
How much AUM does Bauer Wealth Management Inc. have?
Bauer Wealth Management Inc. reported $205.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-19).
Who owns Bauer Wealth Management Inc.?
Disclosed owners and executives of Bauer Wealth Management Inc. include BAUER, DANIEL, CARL, FRANZ, CHRIS, AARON, BREAKEY, JOE, SHERMAN, HEITZMANN, STEPHEN, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.