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LAUTERBACH FINANCIAL ADVISORS, LLC

EL PASO, TX · CRD 114431 · IAPD ↗ · lfa-ia.com · 915-544-6950

$700.3MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — LAUTERBACH FINANCIAL ADVISORS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — LAUTERBACH FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($485.9M -> $549.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.