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LAUER WEALTH MANAGEMENT

196 E 112 S
Valparaiso, Indiana 46383
Tel: 219-243-8129

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About LAUER WEALTH MANAGEMENT

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.

Firm Information

SEC Current StatusApproved
Firm CRD#289763
SEC#801-121657
Assets Managed by Firm$178,152,331
No. of Clients930
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total930$178,152,331
Individuals (other than high net worth individuals)319$83,375,151
High net worth individuals52$59,261,975
Charitable organizations1$35,486,996
Corporations or other businesses1$28,209

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