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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 $120,592,318 assets under management, offering retirement planning & investment advisory services to 816 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 289763 |
| SEC# | 801-121657 |
| Assets Managed by Firm | $120,592,318 |
| No. of Clients | 816 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 816 | $120,592,318 |
| Individuals (other than high net worth individuals) | 288 | $50,010,402 |
| High net worth individuals | 58 | $43,065,291 |
| Charitable organizations | 1 | $27,503,858 |
| Corporations or other businesses | 1 | $12,767 |
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|---|---|---|---|
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