← Directory
BAUER WEALTH MANAGEMENT INC.
CRD 152977File 801-122717
APPROVED
Retail clients
Filing as of May 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$205.9M
Below cohort median (national)
Discretionary AUM
$202.6M
Non-discretionary $3.4M
Clients
162
609 accounts
Employees
3
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Nov 18, 2021
- Principal office
- 5755 MARK DABLING BLVD, SUITE 245, COLORADO SPRINGS, CO, 80919
- Phone
- 719 575-9000
- Website
- https://bauerheitzmann.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $205.9M
- Discretionary AUM
- $202.6M
- Non-discretionary AUM
- $3.4M
- Discretionary accounts
- 597
- Non-discretionary accounts
- 12
- Total accounts
- 609
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.1M |
| Charitable organizations | Fewer than 5 | $1K |
| High net worth individuals | 86 | $174.2M |
| Individuals (other than high net worth individuals) | 74 | $28.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | AUM | $201,656,580 | $205,933,923 | increased by$4,277,343 |
| Feb 1, 2026 | Accounts | 591 | 609 | increased by18 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 156 | 162 | increased by6 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $156,308,072 | $201,656,580 | increased by$45,348,508 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 545 | 591 | increased by46 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 112 | 156 | increased by44 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $104,311,462 | $156,308,072 | increased by$51,996,610 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 388 | 545 | increased by157 |
| Feb 1, 2022 | Clients | 127 | 112 | decreased by15 |
| Feb 1, 2022 | AUM | $104,813,878 | $104,311,462 | decreased by$502,416 |
| Feb 1, 2022 | Accounts | 386 | 388 | increased by2 |
| Dec 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BAUER WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BAUER WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.