← Back to searchVisit website
BAUCOM WEALTH MANAGEMENT LLC
CRD 332763
101 W GOODWIN AVE, SUITE 560, VICTORIA, TX, 77901, United States
Phone
(361) 579-2024
Fax
(361) 371-8462
Registration
— (—)
Source
State registered
Total AUM
$5.3M
Discretionary AUM
$5.3M
Team
3 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $1.2M |
| High net worth individuals | 6 | $3.6M |
All web addresses on file
Official SEC filing: View on IAPD