|
⚲
|
| Laufer Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 173446 |
| SEC # | 801-109945 |
| CIK # | |
| AUM | $123.6 M (2025-03-03) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 631-226-9600 |
| Address | 406 Deer Park Avenue Babylon, NY 11702 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 7.2 |
| (b) Individuals (high net worth individuals) | 23 | 116.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 143 | 123.6 |
| By Discretionary | ||
| Discretionary | 143 | 123.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 143 | 123.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.6 | |
| Total | 143 | 123.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bay Cliadakis & Associates LLC
✚
|
CA | 0.1 |
|
Libertas Wealth Management Group Inc
✚
|
OH | 0.1 |
|
Actitrust Wealth Management LLC
✚
|
FL | 0.1 |
|
Going Sebastien Fisher & Lebouef LLP
✚
|
LA | 0.1 |
|
Appian Way Financial LLC
✚
|
CA | 0.1 |
|
Wright Wealth Strategies LLC
✚
|
CA | 0.1 |
|
Stephen J Garry & Associates LLC
✚
|
NY | 0.1 |
|
Maceratio LLC
✚
|
FL | 0.1 |
|
ICOM Advisors LLC
✚
|
0.1 | |
|
Money Managers Inc
✚
|
TX | 0.1 |