Bauman Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Las Vegas, NV. Its latest Form ADV filing, dated April 10, 2026, reports $206M in regulatory assets under management, 19 employees, 2 offices, and 1,043 accounts.
Assets Under Management
$206M
Employees
19
Offices
2 offices
Total Clients
493
Primary office
LAS VEGAS, NV
10501 W GOWAN RD, SUITE #100, LAS VEGAS, NV, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.7% of total clients.
Top client categories% of clientsClients
1
Individuals
90.7%
447
2
HNWI
8.9%
44
3
Pension Plans
0.2%
1
4
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$206Mas of April 10, 2026
Discretionary100.0%
$206M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$206M
Total Accounts1,043
10Y AUM Change+$102M (+97.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee26:1
10Y Employee Change+15 (+375.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.