Bauer Wealth Management, LLC

Bauer Wealth Management, LLC (CRD# 152977) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $52,000,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $260,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Bauer Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daniel C. Bauer
CRD#: 2892722
2 North Cascade Avenue, Suite 790, Colorado Springs, CO 80903
93
Wealthminder
score

Daniel Bauer (CRD# 2892722) is an Investment Advisor Representative working at Bauer Wealth Management, LLC in Colorado Springs, CO and has over 20 years of experience in the finance industry.

2
Stephen D. Heitzmann
CRD#: 5900481
2 North Cascade Avenue, Suite 790, Colorado Springs, CO 80903
93
Wealthminder
score

Stephen Heitzmann (CRD# 5900481) is an Investment Advisor Representative working at Bauer Wealth Management, LLC in Colorado Springs, CO and has over 6 years of experience in the finance industry.

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