LAUFER WEALTH MANAGEMENT, LLC
CRD #173446 SEC #801-109945 BABYLON, NY 631-226-9600
SEC Registered
Total AUM
$123.6M
Discretionary
$123.6M
Employees
2
Clients
10
Accounts
143
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $123.6M | $123.6M | $0 | 2 | 1 |
| Oct 2024 | $122.7M | $122.7M | $0 | 2 | 1 |
| Mar 2024 | $122.7M | $122.7M | $0 | 2 | 1 |
| Oct 2023 | $89.9M | $89.9M | $0 | 2 | 0 |
| Mar 2023 | $89.9M | $89.9M | $0 | 2 | 0 |
| Mar 2022 | $100.3M | $100.3M | $0 | 2 | 1 |
| Mar 2021 | $73.7M | $73.7M | $0 | 2 | 0 |
| Jun 2020 | $59M | $59M | $0 | 2 | 0 |
| May 2020 | $59M | $59M | $0 | 2 | 0 |
| Mar 2019 | $44.1M | $44.1M | $0 | 1 | 2 |
| Apr 2018 | $38M | $38M | $0 | 1 | 0 |
| Mar 2018 | $38M | $38M | $0 | 1 | 0 |
| Mar 2017 | $34.2M | $34.2M | $0 | 3 | 26 |
| Jan 2017 | $34.2M | $34.2M | $0 | 3 | 26 |
DateMar 2025
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees2
Clients1
DateOct 2024
Total AUM$122.7M
Discretionary$122.7M
Non-Disc.$0
Employees2
Clients1
DateMar 2024
Total AUM$122.7M
Discretionary$122.7M
Non-Disc.$0
Employees2
Clients1
DateOct 2023
Total AUM$89.9M
Discretionary$89.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$89.9M
Discretionary$89.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees2
Clients1
DateMar 2021
Total AUM$73.7M
Discretionary$73.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees1
Clients2
DateApr 2018
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees3
Clients26
DateJan 2017
Total AUM$34.2M
Discretionary$34.2M
Non-Disc.$0
Employees3
Clients26