Bauer Wealth Management Inc.

$205.9MAssets under management
as of May 2026 · SEC Form ADV
Colorado Springs, CO
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Tech stack

No one at Bauer Wealth Management Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Bauer Wealth Management Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $88M held · filed Mar 2024
First Republic Bank
Per Form ADV · $6M held · filed Mar 2024
Millennium Trust
Per Form ADV · $3M held · filed Mar 2024
Portfolio Management