This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Glacier summit
- Established Date
- 06-14-2012
- Office Locations
- 2
Office Locations
About Bauer Wealth Management Inc.
Bauer Heitzmann is an independent, fee-only fiduciary wealth manager providing integrated investment management and in-depth financial planning, including coordination across tax/estate planning, cash-flow strategy, and business succession. The team monitors and rebalances portfolios and makes tax-sensitive adjustments as needs evolve. Portfolios commonly use ETFs and public funds, with selective private investments, and custody is at Fidelity/NFS.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL CARL BAUER
President
- CRD
- #2892722
- Ownership
- 75% or more
STEPHEN DANIEL HEITZMANN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5900481
- Ownership
- 10% but less than 25%
Focus horizon
Element horizon quantum
- CRD
- #87602
- Ownership
- 32.7%
Showing 2 of 4 owners & executives
Unlock allContacts
TRISTAN OURAY SMITH
Advisor
- CRD
- #7361738
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $202,566,688 | $339,308 |
| Non-Discretionary | $3,367,235 | $280,603 |
| Total | $205,933,923 | $338,151 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $205,933,923
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $318,762,652 | 17.9% |
| Equity - Exchange | $76,574,268 | 4.3% |
| Equity - OTC | $199,449,257 | 11.2% |
| Corporate - Investment Grade | $322,324,245 | 18.1% |
| Cash | $268,900,337 | 15.1% |
| Private Funds | $199,449,257 | 11.2% |
| Municipal Bonds | $292,050,698 | 16.4% |
| U.S. Government/Agency | $103,286,222 | 5.8% |
| Total | $1,780,796,936 | 100.0% |