LAUER WEALTH MANAGEMENT

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

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 Status	Approved
Firm CRD#	289763
SEC#	801-121657
Assets Managed by Firm	$178,152,331
No. of Clients	930
No. of Advisors	5

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 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

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