Paolo G. Torres

BAUMAN WEALTH ADVISORS

Las Vegas, NV 89129

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CRD#: 6841297

Professional summary

Paolo Gabrielli Kipping Torres, who also goes by Paolo Gabrielli Kipping Torres, is a registered financial advisor currently at BAUMAN WEALTH ADVISORS located in Las Vegas, Nevada.

Paolo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Paolo has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paolo Gabrielli Kipping Torres

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) STRATEGIC WEALTH DESIGN LLC., 2190 E PEBBLE RD, SUITE 260, LAS VEGAS, NV 89123, 02/2023, W2 EMPLOYEE, EMPLOYEE, INV REL, 40 HR/MO - 25 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 40 HR/MO - 25 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paolo Gabrielli Kipping Torres's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 8, 2025 - Present

BAUMAN WEALTH ADVISORS

Office #1: 10501 W Gowan Rd Suite #100, Las Vegas, NV 89129

RIA

CRD#: 153061

Las Vegas, NV

Past

February 22, 2023 - May 31, 2025

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Las Vegas, NV

Past

January 26, 2021 - December 16, 2022

ONE WEALTH MAP, LLC

RIA

CRD#: 171750

LAS VEGAS, NV

Past

January 30, 2018 - September 27, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Las Vegas, NV

Past

September 21, 2017 - September 27, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Las Vegas, NV

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BAUMAN WEALTH ADVISORS

BAUMAN ADVISORY GROUP, LLC | BAUMAN WEALTH ADVISORS

CRD#: 153061 / SEC#: 801-131480

RIA

Registered Investment Advisory firm - (11/18/2024 Approved)

California

Registered Investment Advisory firm - (12/22/2024 Terminated)

Nevada

Registered Investment Advisory firm - (11/22/2024 Terminated)

Oklahoma

Registered Investment Advisory firm - (2/5/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nevada
(6/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/27/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/2017

General Securities Representative Examination

Current Firm

BAUMAN WEALTH ADVISORS

BAUMAN ADVISORY GROUP, LLC | BAUMAN WEALTH ADVISORS

CRD#: 153061 / SEC#: 801-131480

RIA

Registered Investment Advisory firm - (11/18/2024 Approved)

California

Registered Investment Advisory firm - (12/22/2024 Terminated)

Nevada

Registered Investment Advisory firm - (11/22/2024 Terminated)

Oklahoma

Registered Investment Advisory firm - (2/5/2024 Terminated)

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Contact information

Main Address

10501 W Gowan Rd Suite #100, Las Vegas, NV 89129

Mailing Address

Phone number

(702) 897-9997

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A SEC (3/4/2025)

Regulatory assets under management

Total Number of Accounts	720
AUM (Assets Under Management)	$ 118,331,201

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Paolo G. Torres

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paolo Gabrielli Kipping Torres's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

ONE WEALTH MAP, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

BAUMAN WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 11/27/2017

SIE

Date: 10/1/2018

Series 7

Date: 9/21/2017

Current Firm

BAUMAN WEALTH ADVISORS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BAUMAN WEALTH ADVISORS

TRUST BUT VERIFY

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