Lauer Wealth, LLC
● SEC registered since 2021CRD 289763SEC# 801-121657Valparaiso, IN
Reg. AUM
$160.9M
Employees
5
Accounts
919
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 $160.9 million in regulatory assets under management and employs 5 people.
Lauer Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Gerard Lauer | Cco | Under 5% | 2017 |
| John Matthew Lauer Control | Partner | Over 75% | 2018 |
Frequently asked questions
How much does Lauer Wealth, LLC manage?
Lauer Wealth, LLC reports $160.9 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
| Address | 196 E 112 S, Valparaiso, IN 46383 |
| Phone | 219-243-8129 |
| Office hours | 9a.m. To 4p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$160.9M▼ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$160.9Mregulatory AUM
Discretionary $160.9M