SourcingSourcing

LAUER WEALTH, LLC

C32
CRD 289763·SEC 801-121657·VALPARAISO, IN
AUM
$160.9M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$483K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LAUER WEALTH, LLC
CRD
289763
SEC file #
801-121657
EIN
812709636
DBA names
Lauer Wealth Management

Economics

AUM
$160.9M
AUM band
$100M-$500M
AUM trajectory
'22'26
$100.2M → $160.9M▲ +61%
Client mix
Individuals Other352
Individuals High Net Worth47
Pension Profit Sharing Plans3
Charitable Organizations1
Corporations1

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
3 advisors → 3 advisors▬ 0%
Primary office
VALPARAISO IN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
lauerwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LAUER, JOHN, MATTHEW
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
LAUER, JOHN, MATTHEW
LAUER, JOHN, GERARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LAUERWEALTH.COM
Rdap Domain Creation Date
2017-10-02T19:31:45Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001860063
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2023-05-12
Edgar Last Filing Date
2026-04-13
Edgar 13f Count
13
Edgar 13f Latest AUM Estimate
Filing Date2026-04-13
Accession0001754960-26-000227

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2939
Soi Zip Pct 200k Plus
0.0754
Soi Zip Returns 200k Plus
1,480
Soi Zip Total AGI
1,734,419
Fdic Zip Total Deposits
38,993,276,000
Fdic Zip Branch Count
709
Fdic Zip Top Banks
Centier Bank
1st Source Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
196 E 112 SVALPARAISO, IN 46383
Business
196 E 112 SVALPARAISO, IN 46383
Edgar EIN
812709636
Edgar Recent Filings
13F-HR2026-04-13 · 0001754960-26-000227
13F-HR2026-01-12 · 0001754960-26-000028
Fdic Zip Branches Raw
Centier BankValparaiso, IN
Centier BankValparaiso, IN
Fdic Zip HHI
1087.59
Fdic Zip Top Bank Share Pct
22.16
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-10-02T19:31:45Z
Rdap Domain Last Changed
2024-10-07T21:24:17Z
Rdap Nameservers
Ns10.wixdns.netNs11.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI58,530
Returns5,050
Stub 2
AGI145,613
Returns3,950
Stub 3
AGI173,288
Returns2,810
Soi Zip Total Business Income
44,951
Soi Zip Total Cap Gains
72,619
Soi Zip Total Dividends
26,239
Soi Zip Total Returns
19,630
Top Owner CRD
6542206
Trust Company Affiliate
No

People (3)

3
LAUER, JOHN, MATTHEW
IAR · Direct Owner · 87.5%
6542206
LAUER, JOHN, GERARD
IAR · Executive Officer · 2.5%
1467522
GENE ROBERT HAMSTRA
IAR
6288083