Laufer Wealth Management, LLC

Overview

Laufer Wealth Management, LLC is an SEC-registered institutional RIA formed as an LLC in 2017 that primarily acts as a capital allocator and manager-of-managers. The firm’s stated advisory activity is the selection of other advisers, indicating it sources and allocates client capital to third‑party managers rather than running extensive in‑house investment teams. Ownership is recorded as a domestic entity/individual and the firm reports a nonstandard fee classification (“Other”). It does not identify as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives