BAUER WEALTH MANAGEMENT INC.
CRD #152977 SEC #801-122717 COLORADO SPRINGS, CO 719 575-9000
SEC Registered
Total AUM
$201.7M
Discretionary
$198.6M
Employees
3
Clients
101
Accounts
591
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $201.7M | $198.6M | $3M | 3 | 0 |
| Jul 2025 | $177.5M | $176.4M | $1.1M | 3 | 0 |
| Jan 2025 | $156.3M | $155.3M | $1.1M | 3 | 0 |
| Mar 2024 | $133.3M | $132.2M | $1.1M | 3 | 0 |
| Jul 2023 | $103.6M | $102.9M | $631.9K | 3 | 0 |
| Apr 2023 | $103.6M | $102.9M | $631.9K | 3 | 0 |
| Feb 2023 | $103.6M | $102.9M | $631.9K | 3 | 0 |
| Jul 2022 | $104.3M | $97.2M | $7.1M | 3 | 0 |
| Jan 2022 | $104.3M | $97.2M | $7.1M | 3 | 0 |
| Dec 2021 | $104.8M | $98.2M | $6.6M | 3 | 0 |
| Oct 2021 | $104.8M | $98.2M | $6.6M | 3 | 0 |
| Oct 2021 | $104.8M | $98.2M | $6.6M | 3 | 0 |
| Feb 2012 | $45M | $45M | $0 | 1 | 26 |
| Mar 2011 | $26M | $23M | $3M | 5 | -- |
| Jan 2011 | $26M | $23M | $3M | 5 | -- |
| Jul 2010 | $28.8M | $27.2M | $1.6M | 5 | -- |
| Mar 2010 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$201.7M
Discretionary$198.6M
Non-Disc.$3M
Employees3
Clients0
DateJul 2025
Total AUM$177.5M
Discretionary$176.4M
Non-Disc.$1.1M
Employees3
Clients0
DateJan 2025
Total AUM$156.3M
Discretionary$155.3M
Non-Disc.$1.1M
Employees3
Clients0
DateMar 2024
Total AUM$133.3M
Discretionary$132.2M
Non-Disc.$1.1M
Employees3
Clients0
DateJul 2023
Total AUM$103.6M
Discretionary$102.9M
Non-Disc.$631.9K
Employees3
Clients0
DateApr 2023
Total AUM$103.6M
Discretionary$102.9M
Non-Disc.$631.9K
Employees3
Clients0
DateFeb 2023
Total AUM$103.6M
Discretionary$102.9M
Non-Disc.$631.9K
Employees3
Clients0
DateJul 2022
Total AUM$104.3M
Discretionary$97.2M
Non-Disc.$7.1M
Employees3
Clients0
DateJan 2022
Total AUM$104.3M
Discretionary$97.2M
Non-Disc.$7.1M
Employees3
Clients0
DateDec 2021
Total AUM$104.8M
Discretionary$98.2M
Non-Disc.$6.6M
Employees3
Clients0
DateOct 2021
Total AUM$104.8M
Discretionary$98.2M
Non-Disc.$6.6M
Employees3
Clients0
DateOct 2021
Total AUM$104.8M
Discretionary$98.2M
Non-Disc.$6.6M
Employees3
Clients0
DateFeb 2012
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$26M
Discretionary$23M
Non-Disc.$3M
Employees5
Clients--
DateJan 2011
Total AUM$26M
Discretionary$23M
Non-Disc.$3M
Employees5
Clients--
DateJul 2010
Total AUM$28.8M
Discretionary$27.2M
Non-Disc.$1.6M
Employees5
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--