LAUER WEALTH, LLC
Legal name: LAUER WEALTH MANAGEMENT
CRD #289763 SEC #801-121657 VALPARAISO, IN 219-243-8129
SEC Registered
Total AUM
$178.2M
Discretionary
$178.2M
Employees
5
Clients
10
Accounts
930
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $178.2M | $178.2M | $0 | 5 | 0 |
| Mar 2024 | $141.1M | $141.1M | $0 | 5 | 0 |
| Feb 2023 | $120.6M | $120.6M | $0 | 3 | 0 |
| Jan 2023 | $120.6M | $120.6M | $0 | 3 | 0 |
| Jan 2023 | $121.4M | $121.4M | $0 | 3 | 0 |
| Mar 2022 | $121.4M | $121.4M | $0 | 3 | 0 |
| Jul 2021 | $100.2M | $100.2M | $0 | 3 | 0 |
| Jun 2021 | $100.2M | $100.2M | $0 | 3 | 0 |
| Jan 2018 | $26.8M | $26.8M | $0 | 3 | 0 |
| Jan 2018 | $26.8M | $26.8M | $0 | 3 | 0 |
| Jan 2018 | $23M | $23M | $0 | 1 | 0 |
| Nov 2017 | $23M | $23M | $0 | 1 | 0 |
| Aug 2017 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$178.2M
Discretionary$178.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$121.4M
Discretionary$121.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$121.4M
Discretionary$121.4M
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees3
Clients0
DateJan 2018
Total AUM$26.8M
Discretionary$26.8M
Non-Disc.$0
Employees3
Clients0
DateJan 2018
Total AUM$26.8M
Discretionary$26.8M
Non-Disc.$0
Employees3
Clients0
DateJan 2018
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees1
Clients0
DateNov 2017
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees1
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0