BAVARIAN WEALTH MANAGEMENT, INC.

Overview

Bavarian Wealth Management, Inc. is an independent registered investment adviser focused on serving individuals, families and some institutional clients. The firm combines financial planning and discretionary portfolio management for individuals and small businesses, and it also operates as an insurance broker. Fee arrangements include a percentage of assets under management and hourly billing for planning or advisory work. Bavarian does not identify as an active ESG investor and is not presented as a multi-state adviser. Investment activity centers on public equity exposure, with a clear preference for exchange-traded instruments. The firm runs primarily discretionary portfolios and appears to emphasize liquid, publicly traded securities for core allocations while using mutual funds to fill out diversified exposures and specific strategy needs. Its business model is consistent with a small independent RIA that integrates insurance solutions alongside portfolio management and planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices