Investment adviser · CRD 153061
BAUMAN WEALTH ADVISORS
Investment adviser filing (IA)
BAUMAN ADVISORY GROUP, LLC
LAS VEGAS, NV, United States · Form ADV filed May 22, 2026
- Regulatory AUM
- $206M Form ADV · Item 5.F
- Client accounts
- 1,043 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 8 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 |
|---|---|---|---|
| Individuals | 447 | $125,669,000 | 60.9% |
| High-net-worth individuals | 44 | $79,059,801 | 38.3% |
| Retirement plans | Fewer than 5 | $1,547,708 | 0.7% |
| Charities | Fewer than 5 | $122,810 | 0.1% |
Filing source
Form ADV 2107729 · May 22, 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 22, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
10501 W GOWAN RD, SUITE #100LAS VEGAS, NV, 89129, United States
CRD 153061
Filing source
Form ADV 2107729 · May 22, 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.