LAUER WEALTH, LLC

LAUER WEALTH, LLC of VALPARAISO, IN is an SEC-registered investment adviser (CRD 289763). Regulatory assets under management: $160.9M.

Registration

• CRD: 289763
• SEC file number: 801-121657
• Type: Registered investment adviser
• Location: 196 E 112 S, VALPARAISO, IN, 46383
• Phone: 219-243-8129
• Latest filing: 2026-02-25
• Regulatory AUM: $160.9M
• Discretionary AUM: $160.9M
• Clients: 5
• Accounts: 919

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289763 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search