Todd Charles Bauman
Investment adviser representative at Bauman Wealth Advisors
18 yearsExperience
2 statesRegistered in
$206.4MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Bauman Tax Solutions, LLCOct 2025 to now
- Anchor MortgageDec 2020 to now
- Apa, LLC dba Asset Protection of AmericaSep 2016 to now
- Bauman Wealth AdvisorsMar 2010 to now
- Bauman Advisory Group, LLCFeb 2010 to now
- Bauman Financial GroupNov 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
Bauman Wealth Advisors
Legal name: Bauman Advisory Group, LLC
$206.4MAssets managed
493Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2605865
- Firm CRD
- 153061