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Lauer Wealth, LLC

● SEC registered since 2021CRD 289763SEC# 801-121657Valparaiso, IN
Export (members)
Reg. AUM
$178.2M
Employees
5
Accounts
930
Location
Valparaiso, IN

Lauer Wealth, LLC assets under management

Lauer Wealth, LLC is a registered investment adviser overseen by the SEC based in Valparaiso, IN. The firm has been registered since 2021. It reports $178.2 million in regulatory assets under management and employs 5 people.

Lauer Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
John Gerard LauerCcoUnder 5%2017
John Matthew Lauer ControlPartnerOver 75%2018

Frequently asked questions

How much does Lauer Wealth, LLC manage?

Lauer Wealth, LLC reports $178.2 million in regulatory assets under management on its Form ADV.

How many employees does Lauer Wealth, LLC have?

Lauer Wealth, LLC reports 5 employees.

Where is Lauer Wealth, LLC located?

Lauer Wealth, LLC is based in Valparaiso, IN and has been SEC-registered since 2021.

Does Lauer Wealth, LLC disclose fund performance?

Lauer Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address196 E 112 S, Valparaiso, IN 46383
Phone219-243-8129
Office hours9a.m. To 4p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$178.2M
Non-discretionary$0
Total (RAUM)$178.2M