Bauman Wealth Advisors

Steven Thomas is a financial advisor at Bauman Wealth Advisors in Las Vegas, NV, holding a Series 65 designation with less than one year of industry experience. Prior to his current role, he worked at Caesars Entertainment and has entrepreneurial experience through SWFTees, LLC. Bauman Wealth Advisors provides personalized discretionary investment management to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach combines fundamental, technical, and cyclical analysis, offering a range of strategies across multiple asset classes, with ongoing portfolio monitoring tailored to client risk tolerance.

Kenton Fenno is a financial advisor with Bauman Wealth Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with Bauman Financial Group and related entities since 2017 and operates a sole proprietorship focused on insurance sales and related services. Bauman Wealth Advisors offers personalized discretionary investment management for individuals, high-net-worth clients, and various entities. The firm integrates financial planning with portfolio management, using a range of investment strategies informed by fundamental, technical, and cyclical analysis.

Vincent Garaventa is a CFP® and holds a Series 66 license, with eight years of industry experience. He is currently with Bauman Wealth Advisors in Las Vegas, NV, and has prior experience at Mercer Global Advisors, Fidelity, TD Ameritrade, and Ameriprise. Bauman Wealth Advisors provides personalized discretionary investment management to a diverse client base, including individuals, high-net-worth clients, and various institutional entities. The firm integrates financial planning with portfolio management, utilizing a discretionary investment approach informed by fundamental, technical, and cyclical analysis.

Paolo Torres is a financial advisor at Bauman Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research Advisors, H & H Retirement Design and Management, and Ameriprise Financial Services. Bauman Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis to construct client programs aligned with stated objectives and documented risk tolerances, often managing accounts on a discretionary basis and utilizing co-advisor model portfolios.

Todd Bauman is a financial advisor with Bauman Wealth Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He is also involved in several related businesses, including managing member of Bauman Tax Solutions, LLC and loan originator at Anchor Mortgage. Bauman serves as manager of APA, LLC dba Asset Protection of America. Bauman Wealth Advisors provides personalized discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines financial planning with portfolio management, using a range of strategies informed by fundamental, technical, and cyclical analysis, and maintains custody through institutional custodians.

Gavin Sandefur is a financial advisor at Bauman Wealth Advisors in Las Vegas, NV, holding a Series 65 designation with three years of industry experience. He has worked with Bauman Financial Group and Bauman Advisory Group since 2022. Outside of advisory services, he is also a licensed insurance agent. Bauman Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis to construct client programs based on stated objectives and risk tolerances, often managing accounts on a discretionary basis and utilizing co-advisor model portfolios.