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Laufer Wealth Management, LLC

● SEC registered since 2017CRD 173446SEC# 801-109945Babylon, NY
Export (members)
Reg. AUM
—
Employees
2
Accounts
—
Location
Babylon, NY

Laufer Wealth Management, LLC assets under management

Laufer Wealth Management, LLC operates as an SEC-registered investment adviser based in Babylon, NY. The firm has been registered since 2017. It employs 2 people.
www.lauferllp.com/wealth.phpView on SEC.gov ↗

Laufer Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Andrew Laufer ControlPresidentUnder 5%2014
Laufer, LLP ControlOwnerOver 75%2014
Romeo Antonio Bertolini ControlChief Compliance OfficerUnder 5%2017
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Frequently asked questions

How many employees does Laufer Wealth Management, LLC have?

Laufer Wealth Management, LLC reports 2 employees.

Where is Laufer Wealth Management, LLC located?

Laufer Wealth Management, LLC is based in Babylon, NY and has been SEC-registered since 2017.

Does Laufer Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address406 Deer Park Avenue, Babylon, NY 11702
Phone631-226-9600
Fax631-822-1759
Office hours8:30 a.m. - 5:30 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$123.6MNo change
Mar '25 — $123.6MApr '25 — $123.6MMay '25 — $123.6MJun '25 — $123.6MJul '25 — $123.6MAug '25 — $123.6MSep '25 — $123.6MOct '25 — $123.6MNov '25 — $123.6MDec '25 — $123.6MJan '26 — $123.6MFeb '26 — $123.6MMar '26 — $123.6MApr '26 — $123.6MMay '26 — $123.6MJun '26 — $123.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

EmployeesTop 86%
More than 14% of 16,825 advisers