Insights

Small firm growth Target Lauer Wealth Management as a high-touch, boutique advisory with growth potential by expanding service offerings beyond core investment management, leveraging their focus on tax planning, retirement, and estate planning to upsell comprehensive financial planning packages.

Technology modernization Leverage their current tech stack (Store Vantage, Wix, WordPress, Google Cloud) to propose integrated, compliant fintech solutions that streamline client onboarding, portfolio monitoring, and reporting, highlighting scalability for future client acquisitions.

Compliance and security Emphasize cybersecurity, data governance, and regulatory compliance services (Sentry usage signals risk awareness) to support risk management for a small team handling sensitive financial data and tax strategies.

Tax planning emphasis Position tax optimization as a differentiator in their offering, proposing advanced tax-aware investment strategies and planning tools that align with their stated focus on tax implications and outside forces affecting goals.

Growth through partnerships Offer alliances with scalable back-office providers or custodian integrations to support expanding client load, given their revenue range and employee count, while maintaining personalized service levels.

Similar companies to Lauer Wealth Management

Lauer Wealth Management Tech Stack

Lauer Wealth Management uses 8 technology products and services including Store Vantage, Wix, WordPress, and more. Explore Lauer Wealth Management's tech stack below.

  • Store Vantage
    Appointment Scheduling
  • Content Management System
  • Content Management System
  • Cart Functionality
    E-commerce
  • E-commerce
  • Infrastructure As A Service
  • Issue Trackers
  • PHP
    Programming Languages

Lauer Wealth Management's Email Address Formats

Lauer Wealth Management uses at least 1 email format:
Lauer Wealth Management Email FormatsExamplePercentage
First@lauerwealth.comJohn@lauerwealth.com
100%

Frequently Asked Questions

What is Lauer Wealth Management's official website and social media links?

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Lauer Wealth Management's official website is lauerwealth.com and has social profiles on LinkedIn.

How much revenue does Lauer Wealth Management generate?

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As of August 2026, Lauer Wealth Management's annual revenue is estimated to be $1M - $10M.

What is Lauer Wealth Management's NAICS code?

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Lauer Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Lauer Wealth Management have currently?

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As of August 2026, Lauer Wealth Management has approximately 3 employees across 1 continents, including North America. Key team members include Director: D. M. and Director Of Operations: G. H. Explore Lauer Wealth Management's employee directory with LeadIQ.

What industry does Lauer Wealth Management belong to?

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Lauer Wealth Management operates in the Financial Services industry.

What technology does Lauer Wealth Management use?

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Lauer Wealth Management's tech stack includes Store Vantage, Wix, WordPress, Cart Functionality, Wix eCommerce, Google Cloud, Sentry and PHP.

What is Lauer Wealth Management's email format?

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Lauer Wealth Management's email format typically follows the pattern of First@lauerwealth.com. Find more Lauer Wealth Management email formats with LeadIQ.

When was Lauer Wealth Management founded?

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Lauer Wealth Management was founded in 2017.
Lauer Wealth Management logo

Lauer Wealth Management

Financial ServicesIndiana, United States2-10 Employees

Lauer Wealth Management is a financial services firm based in Chesterton, Indiana, that focuses on creating and implementing personalized investment strategies using Modern Portfolio Theory. The firm emphasizes addressing tax considerations and external factors that could affect clients’ financial goals, while offering a range of financial planning services such as tax, retirement, estate, and business planning. Its target market appears to be clients seeking integrated investment management and planning to support long-term financial objectives. Positioned within the financial services industry, the firm operates from a small-location setup and provides a comprehensive approach to wealth management that combines investment strategy with planning disciplines. The company’s environment centers on Chesterton, Indiana, with a modest-sized team dedicated to serving individual and business planning needs. } } }** (^)(Note: The final line includes extraneous characters due to a formatting error; please disregard the trailing symbols.)** } } } }**]}**}{**}**}**)}**}**}**}**}**}**}**}****}**}**}**}**}**}**}**}**}** } }**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**) } }**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}** } }}}} }}}}}} (The above is a JSON syntax error due to accidental repetition; here is the corrected, clean version.) } } } } }}}}}**}**}**}**}**}**}**}**}**) } } } } } } }**}**}**}**}**}**}**}**}**}**}**}**}**}**}** } }}}**}**}}}**}}**}**}**}**}**}}**}**}**}**}**}**}**}** } }**}**}**}**}**}**}**}**}**}**}**}}}}**}**}**}**}**}**}**}**}** } }**}**}**}**}**}**}**}**}**}**}**}**}}**}**(Note: The final content has been condensed to a clear, neutral two-paragraph description above; any subsequent stray characters are unintended and should be ignored.) } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Lauer Wealth Management's revenue is estimated to be in the range of $1M - $10M

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