RIA Intelligence

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
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Limited Liability Company
State of Formation
Nevada
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 29, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BAUMAN, TODD, CHARLESIMANAGING MEMBER/CCOE Control
BAUMAN, TODD, CHARLESIMANAGING MEMBER/CCOE Control
BAUMAN, TODD, CHARLESIMANAGING MEMBER/CCOE Control
BAUMAN, TODD, CHARLESIMANAGING MEMBER/CCOE Control
BAUMAN, TODD, CHARLESIMANAGING MEMBER/CCOE Control
BAUMAN, TODD, CHARLESIMANAGING MEMBER/CCOE Control
BAUMAN, TODD, CHARLESIMANAGING MEMBER/CCOE Control
BAUMAN, TODD, CHARLESIMANAGING MEMBER/CCOE Control
BAUMAN, TODD, CHARLESIMANAGING MEMBER/CCOE Control
BAUMAN, TODD, CHARLESIMANAGING MEMBER/CCOE Control

Registrations

Federal

IA
Oct 29, 2025 REGISTERED

Notice Filings (8)

AZ CA FL NV OR TX UT WA

Address

10501 W GOWAN RD
SUITE #100
LAS VEGAS, NV 89129
United States
Phone: 702-897-9997