Joe Breakey is not listed as a control person, but directly owns between 5% and 10% of Bauer Wealth Management.
Bauer Wealth Management is an investment adviser based in Colorado Springs, CO, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $206 million, as filed on 19 May 2026. Its fees, ownership and offices are on the firm’s profile.
Joe Breakey is Co-Founder & Chief Information Officer of Bauer Wealth Management, based in Colorado Springs. He is the co-founder of Altruistic Investing LLC and serves on the Board of Directors and Executive staff. He has over 30 years of executive experience building and growing Fintech companies, including one public and one private exit.
- CRD
- 7348336
- Firm
- Bauer Wealth Management · CRD 152977
- Role
- Member
- In role since
- January 2021 · 5 years
- Control person
- Not listed
- Direct ownership
- 5% to 10%
- Firm headquarters
- Colorado Springs, CO
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bauerheitzmann.com
Where does Joe Breakey work?
Joe Breakey has held the title Member at Bauer Wealth Management Inc. since January 2021.
How can I verify Joe Breakey’s record?
Joe Breakey’s role is listed on Bauer Wealth Management Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 152977.
