# BAUER WEALTH MANAGEMENT INC.

BAUER WEALTH MANAGEMENT INC. of COLORADO SPRINGS, CO is an SEC-registered investment adviser.

## Registration

- CRD: 152977
- Type: SEC-registered investment adviser
- SEC file number: 801-122717
- Location: 5755 MARK DABLING BLVD, SUITE 245, COLORADO SPRINGS, CO, 80919
- Phone: 719 575-9000
- Latest filing: 2026-05-19
- Regulatory AUM: $205.9M
- Discretionary AUM: $202.6M
- Non-discretionary AUM: $3.4M
- Clients: 3
- Accounts: 609

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Carl Bauer | PRESIDENT | — |
| Stephen Daniel Heitzmann | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | — |
| Chris Aaron Franz | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| Joe Sherman Breakey | MEMBER | — |
| BAUER DANIEL CARL | PRESIDENT; PRESIDENT, MEMBER, AND CHIEF COMPLIANCE OFFICER | — |
| HEITZMANN STEPHEN DANIEL | MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | — |
| FRANZ CHRIS AARON | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| BREAKEY JOE SHERMAN | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152977/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152977/similar
- Related entities: https://search.stillhousedata.com/firm/152977/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152977

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.