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Managing Member/chief Executive Officer · Bauman Wealth Advisors

Todd C. Bauman

CRD 2605865 · 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 Todd C. Bauman on its Form ADV as Managing Member/chief Executive Officer, a control person.

Firms and roles

  • Bauman Wealth AdvisorsManaging Member/chief Executive OfficerWealth manager · LAS Vegas, NV · $206M in regulatory assets

AtlasMembers

Todd’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Todd’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.