Investment adviser · CRD 152977
BAUER WEALTH MANAGEMENT INC.
Investment adviser filing (IA)
COLORADO SPRINGS, CO, United States · Form ADV filed May 19, 2026
- Regulatory AUM
- $206M Form ADV · Item 5.F
- Client accounts
- 609 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 86 | $174,232,781 | 84.6% |
| Individuals | 74 | $28,632,100 | 13.9% |
| Corporations & businesses | Fewer than 5 | $3,067,744 | 1.5% |
| Charities | Fewer than 5 | $1,298 | 0.0% |
Filing source
Form ADV 2105709 · May 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
5755 MARK DABLING BLVD, SUITE 245COLORADO SPRINGS, CO, 80919, United States
CRD 152977
Filing source
Form ADV 2105709 · May 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.