AdvisorCensus / Financial advisors / Illinois / Chicago / Lauer Wealth Management
Lauer Wealth Management
Filed as LAUER WEALTH MANAGEMENT · Legal name Lauer Wealth, LLC
Lauer Wealth Management is an SEC-registered investment advisory firm in Valparaiso, IN, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.
Quick answers
From the filingHow is Lauer Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Lauer Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Lauer Wealth Management located?
Lauer Wealth Management's principal office is in Valparaiso, IN, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Lauer Wealth Management registered with the SEC or a state?
Lauer Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 289763.
How much does Lauer Wealth Management manage?
Lauer Wealth Management reports $160,931,690 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).
How have Lauer Wealth Management's assets and staff changed since 2021?
In the Form ADV data for Lauer Wealth Management: Regulatory assets under management: $100,179,788 in the October 2021 data and $160,931,690 in the October 2026 data, up 61%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Lauer Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (352); high net worth individuals (47); pension and profit sharing plans (but not the plan participants or government pension plans) (3).
Which custodians does Lauer Wealth Management use?
Lauer Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets.
Does Lauer Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289763
Does Lauer Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated February 25, 2026 says: "The Firm does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
The Firm does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.
As stated in the firm's Form ADV Part 2A brochure dated February 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$160,931,690 as of October 2026, filing dated February 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- Lauer Wealth, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the March 2026 filing
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $160,931,690 | 5 | February 25, 2026 |
| October 2025 | $178,152,331 | 5 | February 13, 2025 |
| October 2024 | $141,086,505 | 5 | March 5, 2024 |
| October 2023 | $120,592,318 | 3 | February 2, 2023 |
| October 2022 | $121,350,850 | 3 | March 2, 2022 |
| October 2021 | $100,179,788 | 3 | July 20, 2021 |
Regulatory assets under management: $100,179,788 in the October 2021 data and $160,931,690 in the October 2026 data, up 61%.
Total employees: 3 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Lauer Wealth Management (CRD 289763): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/lauer-wealth-management-valparaiso-in-289763