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| Happy Holidays!! thanks for using AUM13F!! |
| Lauer Wealth LLC
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| CRD # | 289763 |
| SEC # | 801-121657 |
| CIK # | 0001860063 |
| AUM | $178.2 M (2025-02-13) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 219-243-8129 |
| Address | 196 E 112 S Valparaiso, IN 46383 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 8.3 | ||
| B Riley Principal Merger Corp II | 3.0 | ||
| Advanced Micro Devices Inc | 1.8 | ||
| Smartdata Corp | 1.6 | ||
| Amazon Com Inc | 1.3 | ||
| iShares Bitcoin Trust | 1.2 | ||
| Uipath Inc | 1.2 | ||
| Palantir Technologies Inc | 1.1 | ||
| Tempus AI Inc | 0.9 | ||
| Microsoft Corp | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 319 | 83.4 |
| (b) Individuals (high net worth individuals) | 52 | 59.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 35.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 930 | 178.2 |
| By Discretionary | ||
| Discretionary | 930 | 178.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 930 | 178.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 178.2 | |
| Total | 930 | 178.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001860063] |
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