This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-05-2017
- Office Locations
- 1
Office Locations
About Lauer Wealth Management
Lauer Wealth is a fee-only, fiduciary RIA providing investment management and comprehensive financial planning—cash flow/budgeting, debt, college and retirement planning, and business planning/valuation with tax planning coordination. Portfolios emphasize liquid securities and, per filings, are predominantly ETF-based; the firm generally avoids mutual funds and can implement options strategies when appropriate. Known for its year-by-year “Lifetime Cash Flow Plan” and close CPA collaboration.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN MATTHEW LAUER
Financial Advisor, General Partner, PARTNER
- CRD
- #6542206
- Ownership
- 75% or more
JOHN GERARD LAUER
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #1467522
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
GENE ROBERT HAMSTRA JR.
Investment Advisor
- CRD
- #6288083
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,931,690 | $175,116 |
| Non-Discretionary | $0 | -- |
| Total | $160,931,690 | $175,116 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing