{
  "crd_number": 289763,
  "slug": "lauer-wealth-management-valparaiso-in-289763",
  "primary_business_name": "LAUER WEALTH MANAGEMENT",
  "legal_name": "LAUER WEALTH, LLC",
  "dbas": [],
  "city": "Valparaiso",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-30",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-25",
  "carried_forward": false,
  "raum_total": 160931690.0,
  "raum_discretionary": 160931690.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 219509.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 99103100.0,
      "count": 352
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 3214847.0,
      "count": 3,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 58350445.0,
      "count": 47
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 43789.0,
      "count": 1,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL",
    "IN",
    "MI",
    "SD"
  ],
  "websites": [
    "https://lauerwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289763",
  "city_as_filed": "VALPARAISO",
  "url": "https://advisorcensus.com/firm/lauer-wealth-management-valparaiso-in-289763",
  "display_name": "Lauer Wealth Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Lauer Wealth Management (CRD 289763): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Lauer Wealth Management compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Lauer Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated February 25, 2026 states: Flat fee: $1,000 to $50,000 (Wealth Management Program Fees). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Lauer Wealth Management located?",
      "a": "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)."
    },
    {
      "q": "Is Lauer Wealth Management registered with the SEC or a state?",
      "a": "Lauer Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 289763."
    },
    {
      "q": "How much does Lauer Wealth Management manage?",
      "a": "Lauer Wealth Management reports $160,931,690 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Lauer Wealth Management's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Lauer Wealth Management serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Lauer Wealth Management use?",
      "a": "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."
    },
    {
      "q": "Does Lauer Wealth Management report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Lauer Wealth Management state an account minimum?",
      "a": "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.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 100179788.0,
      "total_employees": 3,
      "filing_date": "2021-07-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 121350850.0,
      "total_employees": 3,
      "filing_date": "2022-03-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 120592318.0,
      "total_employees": 3,
      "filing_date": "2023-02-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 141086505.0,
      "total_employees": 5,
      "filing_date": "2024-03-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 178152331.0,
      "total_employees": 5,
      "filing_date": "2025-02-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 160931690.0,
      "total_employees": 5,
      "filing_date": "2026-02-25"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,000 to $50,000 (Wealth Management Program Fees)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The Firm does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $50,000 (Wealth Management Program Fees)"
        ],
        "quotes": [
          "Wealth Management Program Fees are individually negotiated and largely determined by the scope and complexity of a particular engagement. Fixed fee arrangements typically range from $1,000 to $50,000"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 50000.0,
          "period": "one_time",
          "service": "Wealth Management Program Fees"
        }
      ]
    },
    "quotes": [
      "The Firm does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.",
      "Wealth Management Program Fees are individually negotiated and largely determined by the scope and complexity of a particular engagement. Fixed fee arrangements typically range from $1,000 to $50,000"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "SEI Investments Distribution Co.",
      "name_as_filed": "SEI INVESTMENTS DISTRIBUTION CO.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/lauer-wealth-management-valparaiso-in-289763.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 352,
      "fewer_than_5": false,
      "raum": 99103100.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 47,
      "fewer_than_5": false,
      "raum": 58350445.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 3214847.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 219509.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 43789.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289763",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}