BAUMAN ADVISORY GROUP, LLC
Legal name: BAUMAN WEALTH ADVISORS
CRD #153061 SEC #801-131480 LAS VEGAS, NV 702-897-9997
SEC Registered Disclosures
Total AUM
$193.2M
Discretionary
$193.2M
Employees
6
Clients
--
Accounts
495
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $193.2M | $193.2M | $0 | 6 | 0 |
| Sep 2025 | $118.3M | $118.3M | $0 | 6 | 0 |
| Jul 2025 | $118.3M | $118.3M | $0 | 5 | 0 |
| Jun 2025 | $118.3M | $118.3M | $0 | 5 | 0 |
| May 2025 | $118.3M | $118.3M | $0 | 4 | 0 |
| Mar 2025 | $118.3M | $118.3M | $0 | 4 | 0 |
| Mar 2025 | $118.3M | $118.3M | $0 | 4 | 0 |
| Feb 2025 | $118.3M | $118.3M | $0 | 4 | 0 |
| Nov 2024 | $104.7M | $104.7M | $0 | 4 | 227 |
| Oct 2024 | $104.7M | $104.7M | $0 | 3 | 227 |
DateOct 2025
Total AUM$193.2M
Discretionary$193.2M
Non-Disc.$0
Employees6
Clients0
DateSep 2025
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees6
Clients0
DateJul 2025
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2025
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$104.7M
Discretionary$104.7M
Non-Disc.$0
Employees4
Clients227
DateOct 2024
Total AUM$104.7M
Discretionary$104.7M
Non-Disc.$0
Employees3
Clients227