BAUER WEALTH MANAGEMENT INC.

Overview

Bauer Wealth Management Inc. is an independent, corporately organized registered investment adviser that entered SEC registration in 2021 and is owned by an individual. The firm charges fees as a percentage of assets under management and serves both individual/family and institutional clients. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not identified as an active ESG investor and is not reported as a multistate adviser. Industry affiliations indicate Bauer Wealth Management acts as a sponsor, general partner, or managing member of pooled investment vehicles, suggesting it both allocates to and may operate private pooled structures for clients in addition to delivering advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives