$206.4M Total AUM
$206.4M Disc. AUM
-- 3Y CAGR
19 Employees
493 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Glacier ember
- Established Date
- 03-19-2010
- Office Locations
- 1
Office Locations
10501 W Gowan RD Suite #100 LAS Vegas NV
About Bauman Wealth Advisors
Bauman Wealth Advisors is a Las Vegas-based RIA led by founder Todd Bauman. The firm delivers holistic planning across income, investments, health care, taxes, and legacy/estate needs, with asset management and portfolio construction typically using ETFs, mutual funds, and fixed income. Primarily Schwab-custodied and supports planning workflows in eMoney.
Team overview
53 AVG AGE
$25.8M AVG AUM / ADVISOR
$418.7K AVG AUM / CLIENT
4.1 yrs AVG TENURE
19 Employees
8 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Vertex Value Alpha Wave
Client Personas
Matrix crest Eagle oak
Custodian
Prime vector Delta Element Capital pathway Ridge
Investment Themes
Atlas Ember
Investment Vehicles
Zenith ridge Legacy prime
Platform
Alpha vital
Services
Horizon Signal Element element Focus Oak Crest harbor Horizon Catalyst crest Prime Element
Technology
Foundation insight
Owner & Executives
TODD CHARLES BAUMAN
Chief Executive Officer, Investment Advisor, Managing Member
- CRD
- #2605865
- Ownership
- 75% or more
(453) 497-9307
north.focus@frontiercapital.com
in linkedin.com/in/fusion-summit
J
Julie Bauman
Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
(957) 619-2447
vital.signal@glaciercapital.com
in linkedin.com/in/catalyst-pioneer
P
Pathway vector
Delta glacier fusion
- CRD
- #89498
- Ownership
- 29.8%
(519) 878-7885
ember.element@vitalcapital.com
in linkedin.com/in/meridian-prime
Showing 2 of 4 owners & executives
Unlock allContacts
K
KENTON M FENNO
--
- CRD
- #4524587
(799) 886-5242
wave.timber@wavecapital.com
in linkedin.com/in/catalyst-timber
V
VINCENT MICHAEL GARAVENTA
Vice President
- CRD
- #6928955
(296) 567-5691
ember.ridge@legacycapital.com
in linkedin.com/in/pathway-crest
V
Vertex horizon
North oak ember
- CRD
- #18550
(329) 404-4893
element.meridian@valuecapital.com
in linkedin.com/in/timber-vector
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $206,399,319 | $197,890 |
| Non-Discretionary | $0 | -- |
| Total | $206,399,319 | $197,890 |
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Separately Managed Accounts
Total SMA Asset: $206,399,319
Public Funds:
11.9% Other:
14.2% Equity - Exchange:
7.4% Cash:
11.2% Corporate - Investment Grade:
8.5% Corporate - Non-Investment Grade:
12.1% Equity - OTC:
13.4% Other:
21.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $129,476,161 | 11.9% |
| Other | $154,500,965 | 14.2% |
| Equity - Exchange | $80,514,588 | 7.4% |
| Cash | $121,859,916 | 11.2% |
| Corporate - Investment Grade | $92,482,972 | 8.5% |
| Corporate - Non-Investment Grade | $131,652,231 | 12.1% |
| Equity - OTC | $145,796,686 | 13.4% |
| Other | $231,751,448 | 21.3% |
| Total | $1,088,034,967 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT RIDGE | PEAK HARBOR | SDGZXCW7V | TYN | 2.23% | $58,601,306 |
| PRIME FUSION | UNISON DELTA | HMFRGQ7FV | IKXV | 12.43% | $118,905,274 |
| BEACON PEAK | NORTH CATALYST | ARD631IHG | FCTKC | 4.16% | $12,070,721 |
| CREST INSIGHT | ALPHA BEACON | 2ATNT0S9P | UMMAX | 9.98% | $57,329,986 |
| BRIDGE OPTIMA | ALPHA ELEMENT | 062BHSAFT | DGIC | 5.63% | $68,761,030 |
| VITAL MOMENTUM | MOMENTUM PRIME | N7FYZ1PVD | EZF | 9.10% | $18,880,975 |
| ALPHA UNISON PATHWAY | LEGACY FRONTIER | 7QBTK58FI | EMN | 12.43% | $100,293,138 |
| PRIME INSIGHT | VERTEX BRIDGE | XER4UQDU3 | NHN | 2.52% | $4,526,417 |