LAUER WEALTH, LLC

LAUER WEALTH MANAGEMENT
VALPARAISO, Indiana·2 registered advisors·CRD# 289763
SEC# 801-1216571219-243-8129
01

Firm Overview

AUM
$141M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LAUER WEALTH, LLC

2 registered advisors
John Gerard Lauer
VALPARAISO, Indiana
John Matthew Lauer
VALPARAISO, Indiana
05

Office Locations

VALPARAISO, Indiana
2 advisors

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Data sourced from SEC Form ADV filings. LAUER WEALTH, LLC (CRD# 289763) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.