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Building 2BAUER WEALTH MANAGEMENT INC.

Map pinCOLORADO SPRINGS, CO
Phone719 575-9000
NotebookSEC #801-122717
Total AUM
$205.9M
Employees
3
Clients
162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5755 MARK DABLING BLVD
SUITE 245
COLORADO SPRINGS
CO 80919
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
719 575-9000

ReceiptFinancials

Total AUM
$205.9M
Accounts
609
Discretionary
$202.6M
Accounts
597
Non-Discretionary
$3.4M
Accounts
12

ContactClients

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Individual Clients
74
AUM
$28.6M
HNW Individual Clients
86
AUM
$174.2M
Charitable Organization Clients
1
AUM
$1.3K
Corporation or Business Clients
1
AUM
$3.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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