| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Laufer Control | President | Under 5% | 2014 |
| Laufer, LLP Control | Owner | Over 75% | 2014 |
| Romeo Antonio Bertolini Control | Chief Compliance Officer | Under 5% | 2017 |
Laufer Wealth Management, LLC reports $123.6 million in regulatory assets under management on its Form ADV.
Laufer Wealth Management, LLC reports 2 employees.
Laufer Wealth Management, LLC is based in Babylon, NY and has been SEC-registered since 2017.
Laufer Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 406 Deer Park Avenue, Babylon, NY 11702 |
| Phone | 631-226-9600 |
| Fax | 631-822-1759 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $123.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $123.6M |