Lauer Wealth, Llc
- Regulatory AUM
- $161M
- Discretionary
- $161M
- Clients
- 404
- Avg AUM / client
- $398K
- Accounts
- 919
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 352 | $99.1M | 61.6% |
| High net worth individuals | 47 | $58.4M | 36.3% |
| Pension and profit sharing plans | 3 | $3.2M | 2.0% |
| Charitable organizations | 1 | $220K | 0.14% |
| Corporations and other businesses | 1 | $43.8K | 0.03% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Gerard Lauer | Cco | CFP | Aug 2017 (9y) | 75% or more |
| John Matthew Lauer | Partner | Oct 2017 (9y) | 50% – 75% | |
| Gene Robert Hamstra | Registered representative | Aug 2020 (6y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $143M (89% of AUM) Feb 2026
- Sei Investments Distribution Co. $35.5M (22% of AUM) Feb 2026
- Bankers Trust Company $7.9M (8% of AUM) Jul 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗