196 E 112 S
Valparaiso, Indiana 46383
Tel: 219-243-8129
LAUER WEALTH MANAGEMENT, formally registered with the SEC as LAUER WEALTH MANAGEMENT. The firm was established in 06/30/2021. They have over 2 offices throughout the country.
LAUER WEALTH MANAGEMENT is a Valparaiso, Indiana based Financial Planning firm with nearly $178,152,331 assets under management, offering retirement planning & investment advisory services to 930 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 289763 |
SEC# | 801-121657 |
Assets Managed by Firm | $178,152,331 |
No. of Clients | 930 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 930 | $178,152,331 |
Individuals (other than high net worth individuals) | 319 | $83,375,151 |
High net worth individuals | 52 | $59,261,975 |
Charitable organizations | 1 | $35,486,996 |
Corporations or other businesses | 1 | $28,209 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$26,678,534,447 | 15 | 78 | |
$25,872,395,406 | 10 | 37 | |
$22,024,300,000 | 49099 | 643 | |
$18,201,054,484 | 6270 | 150 | |
$11,439,805,300 | 5947 | 56 |
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