Bauer Wealth Management
Finance · Colorado, United States · 1-10 Employees
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Overview
Headquarters
5755 Mark Dabling Blvd Ste 245, Colorado...Phone Number
(719) 575-9000Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Bauer Wealth Management
Bauer Heitzmann offers concierge wealth management, financial planning, and investment strategies tailored to the needs of entrepreneurs and clients seeking retirement planning. With over 100 years of combined experience, the firm specializes in innovative investment management techniques and provides exclusive access to private equity opportunities for qualifying clients. Their fiduciary approach ensures that they act in the best interest of their clients, aligning their incentives with those of the investors. The company focuses on simplifying complex financial landscapes to help individuals secure their financial futures.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
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Bauer Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Bauer Wealth Management Tech Stack
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Bauer Wealth Management News & Media
Bauer Investments Appoints Lisa Parrett as Chief Operating Officer
DENVER, CO, UNITED STATES, July 7, 2025 /EINPresswire.com/ -- Bauer Investments Appoints Lisa Parrett as Chief Operating Officer Bauer Investments, Ltd., a privately held single-family office based in Denver, Colorado, is pleased to announce the …
Read more news
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Bauer Heitzmann offers concierge wealth management, financial planning, and investment strategies tailored to the needs of entrepreneurs and clients seeking retirement planning. With over 100 years of combined experience, the firm specializes in innovative investment management techniques and provides exclusive access to private equity opportunitie... Read More
