# Laufer Wealth Management, LLC

> Laufer Wealth Management, LLC is an SEC-registered investment advisory firm in Babylon, NY, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated June 3, 2026.

- CRD: 173446
- Filed as: LAUFER WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Babylon, NY
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173446
- AdvisorCensus page: https://advisorcensus.com/firm/laufer-wealth-management-llc-babylon-ny-173446

## Quick answers

**How is Laufer Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Laufer Wealth Management, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Laufer Wealth Management, LLC located?**
Laufer Wealth Management, LLC's principal office is in Babylon, NY, according to its Form ADV.

**Is Laufer Wealth Management, LLC registered with the SEC or a state?**
Laufer Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 173446.

**How have Laufer Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Laufer Wealth Management, LLC: Regulatory assets under management: $73,732,995 in the October 2021 data and $123,580,063 in the October 2025 data, up 68%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Laufer Wealth Management, LLC 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/173446

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, MA, NH, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lauferllp.com/wealth.php

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $73,732,995 | 2 | March 24, 2021 |
| October 2022 | $100,251,338 | 2 | March 7, 2022 |
| October 2023 | $89,858,167 | 2 | March 7, 2023 |
| October 2024 | $122,667,971 | 2 | March 11, 2024 |
| October 2025 | $123,580,063 | 2 | March 3, 2025 |
| October 2026 | Not reported | 2 | June 3, 2026 |

Regulatory assets under management: $73,732,995 in the October 2021 data and $123,580,063 in the October 2025 data, up 68%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Laufer Wealth Management, LLC (CRD 173446): Form ADV filing data as of October 2026.