Overview
Assets Under Management: $161 million
Headquarters: VALPARAISO, IN
High-Net-Worth Clients: 47
Average Client Assets: $1.2 million
Frequently Asked Questions
LAUER WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289763), LAUER WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
LAUER WEALTH MANAGEMENT is headquartered in VALPARAISO, IN.
LAUER WEALTH MANAGEMENT serves 47 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, LAUER WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
LAUER WEALTH MANAGEMENT manages $161 million in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, LAUER WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.26%
Average Client Assets: $1.2 million
Total Client Accounts: 919
Discretionary Accounts: 919
Regulatory Filings
CRD Number: 289763
Filing ID: 2053722
Last Filing Date: 2026-02-25 16:18:24