LAUFER WEALTH MANAGEMENT, LLC

406 Deer Park Avenue
Babylon, New York 11702
Tel: 631-226-9600

About LAUFER WEALTH MANAGEMENT, LLC

LAUFER WEALTH MANAGEMENT, LLC, formally registered with the SEC as LAUFER WEALTH MANAGEMENT, LLC. The firm was established in 02/09/2017. They have over 1 offices throughout the country.

LAUFER WEALTH MANAGEMENT, LLC is a Babylon, New York based Financial Planning firm with nearly $123,580,063 assets under management, offering retirement planning & investment advisory services to 143 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173446
SEC#	801-109945
Assets Managed by Firm	$123,580,063
No. of Clients	143
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	143	$123,580,063
Individuals (other than high net worth individuals)	15	$7,195,738
High net worth individuals	23	$116,384,325

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