Lauterbach Financial Advisors, LLC
Lauterbach Financial Advisors, LLC is an SEC-registered wealth manager in El Paso, TX with $700.3M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Lauterbach Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114431, SEC 801-64326, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $700.3M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- El Paso, TX
- Employees
- 5
- Clients
- 403
- CRD
- 114431
- Ownership
- LAUTERBACH, STEVE; RASH, STEPHEN, W.; LYONS, CYNTHIA, FOSTER; GROVES, JUDY, ANN; SONNEN, JON, ART
How much AUM does Lauterbach Financial Advisors, LLC have?
Lauterbach Financial Advisors, LLC reported $700.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Lauterbach Financial Advisors, LLC?
Disclosed owners and executives of Lauterbach Financial Advisors, LLC include LAUTERBACH, STEVE, RASH, STEPHEN, W., LYONS, CYNTHIA, FOSTER, GROVES, JUDY, ANN, SONNEN, JON, ART. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.