Lauer Wealth Management
Lauer Wealth Management is an SEC-registered mass-market adviser in Valparaiso, IN with $160.9M assets under management (AUM, regulatory AUM), -10% over one year. See who owns Lauer Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289763, SEC 801-121657, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $160.9M (2026-02-25)
- Firm type
- Mass-Market Adviser
- Location
- Valparaiso, IN
- Employees
- 5
- Clients
- 404
- CRD
- 289763
- Ownership
- LAUER, JOHN, MATTHEW; LAUER, JOHN, GERARD
How much AUM does Lauer Wealth Management have?
Lauer Wealth Management reported $160.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Lauer Wealth Management?
Disclosed owners and executives of Lauer Wealth Management include LAUER, JOHN, MATTHEW, LAUER, JOHN, GERARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.