LAUER WEALTH MANAGEMENT
Firm details
- Headquarters
- VALPARAISO, Indiana
- CRD number
- 289763
- Registered since
- June 30, 2021
- Website
- www.lauerwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals61.58%
- HNWI36.26%
- Pension & Profit Sharing Plans2%
- Charitable Organizations0.14%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Lauer Wealth Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is individually owned and serves both individual and family clients as well as institutional/organizational accounts. Its advisory scope includes comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm also lists accounting among its business activities. Fee arrangements are flexible: Lauer charges asset-based fees in addition to hourly and fixed-fee engagements. It is not identified as a capital allocator or an active ESG investor, and it operates under a single-state registration profile according to filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Derivatives1%
Contacts
3 of 3JOHN LAUER
PartnerCRD 6542206
JOHN LAUER
PartnerCRD 1467522
GENE HAMSTRA
Investment AdvisorCRD 6288083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$107M in ETFs
82%
$88.1M
17%
$18.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $16.9M | 27,888 | 15.80% |
Location
VALPARAISO, IN
PORTER
Location
VALPARAISO, IN
Headquartered in VALPARAISO, IN, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- PORTER
- Address
- 196 E 112 S
- Time zone
- ET (UTC-5)
- Office locations
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