Bank / Wealth / TrustRIA · CRD 152977SEC-Registered

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Bauer Wealth Management

Bauer Wealth Management was established in 2010. It functions as a registered investment advisor serving multiple client types. The firm offers investment...

Bauer Wealth Management logo

Bauer Wealth Management

Bauer Wealth Management was established in 2010. It functions as a registered investment advisor serving multiple client types. The firm offers investment advisory on both discretionary and non-discretionary bases. No specific asset-class allocations, named holdings, or co-investors appear in available records. Geographic activity remains limited to the United States. No team size, additional offices, or adjacent vehicles are disclosed. No operational events from the last 24 months have been identified. The firm follows a conventional RIA structure with no documented hybrid vehicles or succession arrangements beyond standard advisory registration.

General information

Firm type

Bank / Wealth / Trust

Year founded

2010

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Colorado Springs

Corporate office

Colorado Springs, CO, United States

Frequently asked questions

Who runs investment decisions at Bauer Wealth Management?

No named principals or CIO appear in public records.

Does Bauer Wealth Management participate in fund commitments or only direct deals?

Available information shows only advisory services; no fund commitments or direct deals are disclosed.

What investment stages does Bauer Wealth Management typically target?

No stage focus or strategy details are published.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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