Chief Investment Officer · Bauman Wealth Advisors
Gavin C. Sandefur
CRD 7602748 · Named on Form ADV at one SEC-registered adviser
At a glance
Bauman Wealth Advisors, an SEC-registered wealth manager based in LAS Vegas, NV with $206 million in regulatory assets, lists Gavin C. Sandefur on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Bauman Wealth AdvisorsChief Investment OfficerWealth manager · LAS Vegas, NV · $206M in regulatory assets
AtlasMembers
Gavin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Todd C. BaumanManaging Member/chief Executive Officer, Bauman Wealth Advisors
- Michelle A. McCarthyChief Compliance Officer, Bauman Wealth Advisors
- Julie BaumanChief Operations Officer, Bauman Wealth Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gavin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.