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LAUER WEALTH MANAGEMENT

VALPARAISO, IN · CRD 289763 · IAPD ↗ · lauerwealth.com · 219-243-8129

$160.9MRegulatory AUM
3Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — LAUER WEALTH MANAGEMENT reported RAUM up 26% ($141.1M -> $178.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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