LAUFER WEALTH MANAGEMENT, LLC

Overview

Laufer Wealth Management, LLC is an SEC-registered investment advisory firm organized as an LLC and in operation since 2017. The firm positions itself as a capital allocator that primarily sources and selects outside managers rather than operating as a full-service active manager. Its advisory activity is described as the selection of other advisers, and it reports a nonstandard fee arrangement (listed as "Other"). The firm does not identify as an active ESG investor and is not described as a multi-state adviser or pension consultant. Industry affiliation listed in filings includes an accountant relationship.

Assets & Accounts

Investments & Alternatives