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 registered investment adviser formed as a limited liability company and SEC-registered in 2021. The firm is individually owned and serves both individual/family clients and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. The firm also identifies accounting among its business activities. Fee arrangements combine asset-based fees with hourly and fixed-fee engagements. Lauer does not position itself as an ESG-focused allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
John Lauer
PartnerCRD 6542206
John Lauer
PartnerCRD 1467522
Gene Hamstra
Investment AdvisorCRD 6288083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$118M in ETFs
81%
$95.7M
19%
$22.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $23.5M | 32,633 | 19.82% |
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
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