# The Office of Heath O. Lauseng

> The Office of Heath O. Lauseng is a state-registered investment advisory firm in Port Aransas, TX, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 7, 2017.

- CRD: 165438
- Filed as: THE OFFICE OF HEATH O. LAUSENG
- Legal name: Lauseng, Heath Orin
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Port Aransas, TX
- Filing period: October 2026
- Form ADV filing dated: February 7, 2017
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165438
- AdvisorCensus page: https://advisorcensus.com/firm/the-office-of-heath-o-lauseng-port-aransas-tx-165438

## Quick answers

**How is The Office of Heath O. Lauseng compensated?**
On its Form ADV (Item 5.E, October 2026), The Office of Heath O. Lauseng reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is The Office of Heath O. Lauseng located?**
The Office of Heath O. Lauseng's principal office is in Port Aransas, TX, according to its Form ADV.

**Is The Office of Heath O. Lauseng registered with the SEC or a state?**
The Office of Heath O. Lauseng is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 165438.

**How much does The Office of Heath O. Lauseng manage?**
The Office of Heath O. Lauseng reports $1,203,378 in regulatory assets under management in its Form ADV filing dated February 7, 2017 (100% discretionary).

**Does The Office of Heath O. Lauseng report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165438

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,203,378
- Discretionary: $1,203,378
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Not reported
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- moneyandthelaw.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Office of Heath O. Lauseng (CRD 165438): Form ADV filing data as of October 2026.