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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 $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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