RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 3, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALOTTA, PAULIDIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
ALOTTA, PAULIDIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
BERTOLINI, ROMEO, ANTONIOICHIEF COMPLIANCE OFFICERNA Control
BERTOLINI, ROMEO, ANTONIOICHIEF COMPLIANCE OFFICERNA Control
BERTOLINI, ROMEO, ANTONIOICHIEF COMPLIANCE OFFICERNA Control
BERTOLINI, ROMEO, ANTONIOICHIEF COMPLIANCE OFFICERNA Control
BERTOLINI, ROMEO, ANTONIOICHIEF COMPLIANCE OFFICERNA Control
BERTOLINI, ROMEO, ANTONIOICHIEF COMPLIANCE OFFICERNA Control
BERTOLINI, ROMEO, ANTONIOICHIEF COMPLIANCE OFFICERNA Control
BERTOLINI, ROMEO, ANTONIOICHIEF COMPLIANCE OFFICERNA Control
BERTOLINI, ROMEO, ANTONIOICHIEF COMPLIANCE OFFICERNA Control
BERTOLINI, ROMEO, ANTONIOICHIEF COMPLIANCE OFFICERNA Control
BERTOLINI, ROMEO, ANTONIOICHIEF COMPLIANCE OFFICERNA Control
BERTOLINI, ROMEO, ANTONIOICHIEF COMPLIANCE OFFICERNA Control
LAUFER, ANDREWIPRESIDENTNA Control
LAUFER, ANDREWIPRESIDENTNA Control
LANDAU, ARNOLD, LAUFER LLPDEOWNERE Control
LANDAU, ARNOLD, LAUFER LLPDEOWNERE Control
LANDAU, ARNOLD, LAUFER LLPDEOWNERE Control
LANDAU, ARNOLD, LAUFER LLPDEOWNERE Control
LANDAU, ARNOLD, LAUFER LLPDEOWNERE Control
LANDAU, ARNOLD, LAUFER LLPDEOWNERE Control
LANDAU, ARNOLD, LAUFER LLPDEOWNERE Control
LAUFER, LLPDEOWNERE Control
LAUFER, LLPDEOWNERE Control
LAUFER, LLPDEOWNERE Control
LAUFER, LLPDEOWNERE Control
LAUFER, LLPDEOWNERE Control
LAUFER, LLPDEOWNERE Control
LAUFER, LLPDEOWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LAUFER, ANDREWILAUDAU, ARNOLD, LAUFER LLPF Control
LAUFER, ANDREWILAUDAU, ARNOLD, LAUFER LLPF Control
LAUFER, ANDREWILAUDAU, ARNOLD, LAUFER LLPF Control
LAUFER, ANDREWILAUDAU, ARNOLD, LAUFER LLPF Control
LAUFER, ANDREWILAUDAU, ARNOLD, LAUFER LLPF Control
LAUFER, ANDREWILAUDAU, ARNOLD, LAUFER LLPF Control
LAUFER, ANDREWILAUDAU, ARNOLD, LAUFER LLPF Control
LAUFER, ANDREWILAUFER, LLPF Control
LAUFER, ANDREWILAUFER, LLPF Control
LAUFER, ANDREWILAUFER, LLPF Control
LAUFER, ANDREWILAUFER, LLPF Control
LAUFER, ANDREWILAUFER, LLPF Control
LAUFER, ANDREWILAUFER, LLPF Control

Registrations

Federal

IA
Mar 3, 2025 REGISTERED

Notice Filings (6)

CA CT MA NH NY TX

Address

406 DEER PARK AVENUE
BABYLON, NY 11702
United States
Phone: 631-226-9600