Lauer Wealth Management

Overview

Lauer Wealth Management is an SEC registered investment adviser based in Valparaiso, IN, registered since 2018. It reports $161M in assets under management across 919 accounts, with 5 employees. It has 3 investment adviser representatives.

Reported AUM

$161M

Discretionary

100%

Accounts

919

Average account

$175K

Employees

5

Advisory reps

3

Registered since

2018

Jurisdictions

4

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• John Gerard Lauer Chief Compliance Officer CRD 1467522
• John Matthew Lauer Partner CRD 6542206

Advisory reps 3 of 3

• Gene Robert Hamstra Jr. Investment Adviser Rep CRD 6288083
• John Gerard Lauer Investment Adviser Rep CRD 1467522
• John Matthew Lauer Investment Adviser Rep CRD 6542206

Location

Headquarters

196 E 112 S
Valparaiso, IN 46383

County

Porter

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: lauerwealth.com

Every state, with registration dates

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