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| Lauer Wealth LLC
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|---|---|
| CRD # | 289763 |
| SEC # | 801-121657 |
| CIK # | 0001860063 |
| AUM | 160.9 M (2026-02-25) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | 7.8 | ||
| Sandy Springs Holdings Inc | 6.7 | ||
| MicroStrategy Inc | 3.8 | ||
| iShares Bitcoin Trust | 3.5 | ||
| Nvidia Corp | 3.1 | ||
| Palantir Technologies Inc | 2.9 | ||
| Microsoft Corp | 1.6 | ||
| Tempus AI Inc | 1.4 | ||
| Micron Technology Inc | 1.2 | ||
| iShares Ethereum Trust ETF | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 352 | 99.1 |
| (b) Individuals (high net worth individuals) | 47 | 58.4 |
| (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 | 3 | 3.2 |
| (h) Charitable organizations | 1 | 0.2 |
| (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 | 919 | 160.9 |
| By Discretionary | ||
| Discretionary | 919 | 160.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 919 | 160.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.9 | |
| Total | 919 | 160.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001860063] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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