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- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between February 13, 2025 and February 25, 2026, reported AUM decreased 9.7%, from $178.2M to $160.9M.
Across 5 reported observations, AUM increased 32.6% between March 2, 2022 and February 25, 2026, from $121.4M to $160.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 404 clients, or 134.7 clients per representative. That equates to $398.3K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on February 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
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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 |
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Separately Managed Accounts
SMA allocation detail is available
Lauer Wealth Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Lauer Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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