LAUER WEALTH MANAGEMENT

Latest filing: Feb 13, 2025 (153 days ago)

AUM

$178,152,331
26% change vs. 1 year ago
47% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

5
0% change vs. 1 year ago
67% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

VALPARAISO, IN
196 E 112 S, VALPARAISO, IN, UNITED STATES, 46383

Client AUM

Discretion AUM
Discretionary $0.2
Non-Discretionary $0.0
Total $0.2
Client AUM
Retail $0.1
Pooled $0.0
Institutional $0.0
Total $0.2
Retail Accounts AUM
Individual 319 $0.1
Average Individual AUM $261,364
HNW 52 $0.1
Average HNW AUM $1,139,653
Retail Total 371 $0.1
Average Retail AUM $384,467

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. WESTLAKE-TX-USA $0.1
SEI INVESTMENTS DISTRIBUTION CO. DESMOINES-IA-USA $0.0

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.2
Retail SMA AUM $0.1
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 91% $0.2
Equity Non-Exch 0% $0.0
Govt Agency 1% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 1% $0.0
HY Credit 0% $0.0
Derivatives 1% $0.0
Investment Companies 1% $0.0
Other Pools 0% $0.0
Cash 5% $0.0
Other 0% $0.0
Total 100% $0.2

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

2 active

Name Title
LAUER, JOHN, GERARD CCO
LAUER, JOHN, MATTHEW PARTNER

ADVDB.CO • SOURCE: SEC

Representatives

3 active representatives found

Name City State Exams Designations
JOHN LAUER VALPARAISO IN S66|2016-08-03
GENE HAMSTRA VALPARAISO IN S65|2014-02-10
JOHN LAUER VALPARAISO IN S63|1986-02-26|S65|1996-12-24 CERTIFIED FINANCIAL PLANNER

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $0.2 $0.0 0% 5 0 0%
2025-04-21 $0.2 $0.0 0% 5 0 0%
2024-04-02 $0.1 $0.0 26% 5 0 0%
2023-04-04 $0.1 $0.1 48% 3 2 67%
2022-04-01 $0.1 $0.1 47% 3 2 67%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
IN, IL-09/29/2021, IN-06/30/2021, MI-01/26/2023, SD-06/30/2021
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
PENSION CONSULTING
OTHER ACTIVITIES
ACCOUNTING FIRM

ADVDB.CO • SOURCE: SEC FORM ADV