# Bauer Wealth Management

Bauer Wealth Management is a Bank / Wealth / Trust based in Colorado Springs, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Colorado Springs, United States
- **Region:** North America
- **Address:** Colorado Springs, CO, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** bauerheitzmann.com
- **LinkedIn:** https://www.linkedin.com/company/bauerheitzmann

## Regulatory record

- **CRD number:** 152977
- **SEC file number:** 801-122717
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-19T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152977

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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