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LAUER WEALTH MANAGEMENT
LAUER WEALTH, LLC
CRD 289763 · SEC 801-121657
196 E 112 S, VALPARAISO, IN, 46383, United States
Phone
219-243-8129
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$160.9M
Discretionary AUM
$160.9M
Team
5 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 352 | $99.1M |
| High net worth individuals | 47 | $58.4M |
| Pension/profit sharing plans | 3 | $3.2M |
| Charitable organizations | 1 | $220K |
| Corporations/business entities | 1 | $44K |
States served
IL, IN, MI, SD
All web addresses on file
Official SEC filing: View on IAPD