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LAUFER WEALTH MANAGEMENT, LLC

BABYLON, NY · CRD 173446 · IAPD ↗ · lauferllp.com · 631-226-9600

$0Regulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

42
November 2024 — LAUFER WEALTH MANAGEMENT, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2024 — LAUFER WEALTH MANAGEMENT, LLC reported RAUM up 37% ($89.9M -> $122.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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