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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAUER, DANIEL, CARL | I | PRESIDENT, MEMBER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BAUER, DANIEL, CARL | I | PRESIDENT, MEMBER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BAUER, DANIEL, CARL | I | PRESIDENT, MEMBER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BAUER, DANIEL, CARL | I | PRESIDENT, MEMBER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BAUER, DANIEL, CARL | I | PRESIDENT, MEMBER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BAUER, DANIEL, CARL | I | PRESIDENT, MEMBER, AND CHIEF COMPLIANCE OFFICER | E | Control |
| BAUER, DANIEL, CARL | I | PRESIDENT | E | Control |
| BAUER, DANIEL, CARL | I | PRESIDENT | E | Control |
| BAUER, DANIEL, CARL | I | PRESIDENT | E | Control |
| BAUER, DANIEL, CARL | I | PRESIDENT | E | Control |
| BAUER, DANIEL, CARL | I | PRESIDENT | E | Control |
| BAUER, DANIEL, CARL | I | PRESIDENT | E | Control |
| BAUER, DANIEL, CARL | I | PRESIDENT | E | Control |
| BAUER, DANIEL, CARL | I | PRESIDENT | E | Control |
| BAUER, DANIEL, CARL | I | PRESIDENT | E | Control |
| BAUER, DANIEL, CARL | I | PRESIDENT | E | Control |
| BAUER, DANIEL, CARL | I | PRESIDENT | E | Control |
| BAUER, DANIEL, CARL | I | PRESIDENT | E | Control |
| BAUER, DANIEL, CARL | I | PRESIDENT | E | Control |
| HEITZMANN, STEPHEN, DANIEL | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | B | |
| HEITZMANN, STEPHEN, DANIEL | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | B | |
| HEITZMANN, STEPHEN, DANIEL | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | B | |
| HEITZMANN, STEPHEN, DANIEL | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | B | |
| HEITZMANN, STEPHEN, DANIEL | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | B | |
| HEITZMANN, STEPHEN, DANIEL | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | B | |
| HEITZMANN, STEPHEN, DANIEL | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | B | |
| HEITZMANN, STEPHEN, DANIEL | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | B | |
| HEITZMANN, STEPHEN, DANIEL | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | B | |
| HEITZMANN, STEPHEN, DANIEL | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | B | |
| HEITZMANN, STEPHEN, DANIEL | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | B | |
| HEITZMANN, STEPHEN, DANIEL | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | B | |
| HEITZMANN, STEPHEN, DANIEL | I | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | B | |
| BREAKEY, JOE, SHERMAN | I | MEMBER | A | |
| BREAKEY, JOE, SHERMAN | I | MEMBER | A | |
| BREAKEY, JOE, SHERMAN | I | MEMBER | A | |
| BREAKEY, JOE, SHERMAN | I | MEMBER | A | |
| BREAKEY, JOE, SHERMAN | I | MEMBER | A | |
| BREAKEY, JOE, SHERMAN | I | MEMBER | A | |
| BREAKEY, JOE, SHERMAN | I | MEMBER | A | |
| BREAKEY, JOE, SHERMAN | I | MEMBER | A | |
| BREAKEY, JOE, SHERMAN | I | MEMBER | A | |
| BREAKEY, JOE, SHERMAN | I | MEMBER | A | |
| BREAKEY, JOE, SHERMAN | I | MEMBER | A | |
| BREAKEY, JOE, SHERMAN | I | MEMBER | A | |
| BREAKEY, JOE, SHERMAN | I | MEMBER | A | |
| FRANZ, CHRIS, AARON | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | A | |
| FRANZ, CHRIS, AARON | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | A | |
| FRANZ, CHRIS, AARON | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | A | |
| FRANZ, CHRIS, AARON | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | A | |
| FRANZ, CHRIS, AARON | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | A | |
| FRANZ, CHRIS, AARON | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | A | |
| FRANZ, CHRIS, AARON | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | A | |
| FRANZ, CHRIS, AARON | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | A | |
| FRANZ, CHRIS, AARON | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | A | |
| FRANZ, CHRIS, AARON | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | A | |
| FRANZ, CHRIS, AARON | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | A | |
| FRANZ, CHRIS, AARON | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | A | |
| FRANZ, CHRIS, AARON | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | A |
Registrations
Federal
IA
Nov 10, 2025 REGISTERED
Notice Filings (2)
CO TX
Address
5755 MARK DABLING BLVDSUITE 245
COLORADO SPRINGS, CO 80919
United States
Phone: 719 575-9000