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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

ALTRUISTIC INVESTING

ALTRUISTIC INVESTING, LLC, CRD 289016

COLORADO SPRINGS, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2ccbfc64-5a90-8fe7-98ab-237cfe144f17

Data as of Feb 7, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jun 27, 2017 to Feb 7, 2019
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $2.3MItem 5.F on the latest filing (2019-02-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.3M
Private client RAUM: $2.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 57
Individual clients: 39
High net worth clients: 1
SEC number: 801-110892
CRD: 289016
Filings on the tape: 10
First filed: Jun 27, 2017
Latest filed: Feb 7, 2019
Organised: Limited Liability Company, Colorado

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAUER, DANIEL, CARL	MANAGING MEMBER	E	yes	06/2017	Jun 27, 2017	Feb 7, 2019
HEITZMANN, STEPHEN, DANIEL	CEO/CCO	Na	no	09/2017	Sep 20, 2017	Feb 7, 2019

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ROBUSTWEALTH, INC.	n/a	Former SEC adviser	$856M	N	no	n/a
BAUER WEALTH MANAGEMENT, LLC.	n/a	Independent wealth	$206M	Y	yes	n/a
PEAK CAPITAL MANAGEMENT, LLC	n/a	Independent wealth	$165M	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018	Feb 7, 2019	$2.3M	$2.3M	2	2	0	n/a	n/a
2017	Feb 8, 2018	$443,000	$443,000	2	2	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2018	$2.3M	$443,000	429.1%	n/a	n/a	2	2	0	0

Relationships

Affiliated with (3)

→ PEAK CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser
factForm ADV
→ BAUER WEALTH MANAGEMENT INC.Registered adviserother investment adviser, control, common control
factForm ADV
→ ROBUSTWEALTH, INC.Registered adviserother investment adviser
factForm ADV

Controls (1)

← BAUER, DANIEL, CARLOwnerMANAGING MEMBER, ownership code E, individual
Jun 27, 2017 to presentfactForm ADV

Owns (1)

← HEITZMANN, STEPHEN, DANIELOwnerCEO/CCO, ownership code NA, individual
Sep 20, 2017 to presentfactForm ADV

Registered with (3)

← DANIEL CARL BAUERAdvisorregistration: previous registration
Jul 31, 2017 to Mar 10, 2020factForm ADV
← STEPHEN DANIEL HEITZMANNAdvisorregistration: previous registration
Sep 29, 2017 to Mar 10, 2020factForm ADV
← EARL FRANKLIN VAUGHNAdvisorregistration: previous registration
Sep 25, 2018 to Jun 6, 2019factForm ADV

Dated events

Occurred
Jun 27, 2017
First Form ADV filing
Altruistic Investing filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ccbfc64-5a90-8fe7-98ab-237cfe144f17
First observed: Jun 27, 2017
Last observed: Feb 7, 2019 92 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALTRUISTIC INVESTING

ALTRUISTIC INVESTING, LLC, CRD 289016

COLORADO SPRINGS, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2ccbfc64-5a90-8fe7-98ab-237cfe144f17

Data as of Feb 7, 2019 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAUER, DANIEL, CARL

MANAGING MEMBER

yes

06/2017

Jun 27, 2017

Feb 7, 2019

HEITZMANN, STEPHEN, DANIEL

CEO/CCO

09/2017

Sep 20, 2017

Feb 7, 2019

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ROBUSTWEALTH, INC.

n/a

Former SEC adviser

$856M

n/a

BAUER WEALTH MANAGEMENT, LLC.

n/a

Independent wealth

$206M

yes

n/a

PEAK CAPITAL MANAGEMENT, LLC

n/a

Independent wealth

$165M

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Feb 7, 2019

$2.3M

n/a

2017

Feb 8, 2018

$443,000

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$2.3M

$443,000

429.1%

n/a