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, owner-operated limited liability company that provides financial planning and portfolio management to individuals, families and institutions. The firm is SEC-registered (registered in 2021) and offers advisory services that include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Compensation structures include asset-based fees, hourly billing and fixed fees. The firm also lists accounting among its business activities, indicating an integrated planning and tax-aware advisory approach.
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 3
Gene Hamstra
Investment AdvisorCRD 6288083
John Lauer
PartnerCRD 6542206
John Lauer
PartnerCRD 1467522
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$123M in ETFs
80%
$99M
19%
$24.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $19.5M | 26,035 | 15.77% |
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
Similar firms
Kotys Wealth Professionals
RIAValparaiso, IN
MWM Advisory Group, LLC
RIAValparaiso, IN
Spyglass Investment Management
RIATerre Haute, IN
Aldebaran Capital, LLC
RIACarmel, IN
Werner Financial
RIAIndianapolis, IN
Apple Tree Asset Management, LLC
RIAFort Wayne, IN