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BAUER WEALTH MANAGEMENT INC.

COLORADO SPRINGS, CO · CRD 152977 · IAPD ↗ · bauerheitzmann.com · 719 575-9000

$205.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2024 — BAUER WEALTH MANAGEMENT INC. changed its website from bauerwealthmanagement.com to bauerheitzmann.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
April 2024 — BAUER WEALTH MANAGEMENT INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2024 — BAUER WEALTH MANAGEMENT INC. reported RAUM up 29% ($103.6M -> $133.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.