BAUER WEALTH MANAGEMENT INC.

5755 Mark Dabling Blvd
Suite 245
Colorado Springs, Colorado 80919
Tel: 719 575-9000

About BAUER WEALTH MANAGEMENT INC.

BAUER WEALTH MANAGEMENT INC, formally registered with the SEC as BAUER WEALTH MANAGEMENT INC. The firm was established in 11/18/2021. They have over 1 offices throughout the country.

BAUER WEALTH MANAGEMENT INC. is a Colorado Springs, Colorado based Financial Planning firm with nearly $156,308,072 assets under management, offering retirement planning & investment advisory services to 545 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152977
SEC#	801-122717
Assets Managed by Firm	$156,308,072
No. of Clients	545
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	545	$156,308,072
Individuals (other than high net worth individuals)	74	$21,164,060
High net worth individuals	80	$132,147,558
Pension and profit sharing plans	2	$2,996,454

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