Insights

Niche Focus Lautus Wealth Advisory specializes in wealth management and comprehensive financial planning for affluent individuals and small business owners, indicating a targeted market segment that values personalized, high-quality advisory services.

Growth Potential With revenues estimated between 1 and 10 million dollars and a small team of fewer than two employees, the company presents opportunities for scalable growth and expansion into broader client segments or additional service offerings.

Technology Stack Utilizing Microsoft Azure, ASP.NET, and other cloud-based tools suggests openness to modern technology solutions, providing opportunities to offer advanced digital services, integrations, or cybersecurity enhancements.

Competitive Positioning Operating alongside major industry players with substantial market share but maintaining a smaller scale allows Lautus to position itself as a boutique advisory service, appealing to clients seeking personalized attention.

Market Trends The company's focus on retirement, tax, estate planning, and investment management aligns with growing client interest in comprehensive financial solutions and digital wealth management tools, indicating potential for digital engagement and innovative product offerings.

Lautus Wealth Advisory, LLC Tech Stack

Lautus Wealth Advisory, LLC uses 8 technology products and services including Smarsh, Microsoft 365, Windows Server, and more. Explore Lautus Wealth Advisory, LLC's tech stack below.

  • Smarsh
    Archiving
  • Microsoft 365
    Email
  • Windows Server
    Operating Systems
  • Microsoft Azure
    Platform As A Service
  • Google Search Console
    Web Analytics
  • Microsoft ASP.NET
    Web Frameworks
  • GoDaddy
    Web Hosting
  • Microsoft IIS
    Web Servers

Media & News

Lautus Wealth Advisory, LLC's Email Address Formats

Lautus Wealth Advisory, LLC uses at least 1 format(s):
Lautus Wealth Advisory, LLC Email FormatsExamplePercentage
First@lautuswealth.comJohn@lautuswealth.com
100%

Frequently Asked Questions

What is Lautus Wealth Advisory, LLC's phone number?

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You can contact Lautus Wealth Advisory, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Lautus Wealth Advisory, LLC's official website and social media links?

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Lautus Wealth Advisory, LLC's official website is lautuswealth.com and has social profiles on LinkedIn.

What is Lautus Wealth Advisory, LLC's NAICS code?

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Lautus Wealth Advisory, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Lautus Wealth Advisory, LLC have currently?

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As of July 2026, Lautus Wealth Advisory, LLC has approximately 1 employees across 1 continents, including North America. Key team members include Cfp®, Cpa, Founder: K. H.. Explore Lautus Wealth Advisory, LLC's employee directory with LeadIQ.

What industry does Lautus Wealth Advisory, LLC belong to?

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Lautus Wealth Advisory, LLC operates in the Financial Services industry.

What technology does Lautus Wealth Advisory, LLC use?

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Lautus Wealth Advisory, LLC's tech stack includes SmarshMicrosoft 365Windows ServerMicrosoft AzureGoogle Search ConsoleMicrosoft ASP.NETGoDaddyMicrosoft IIS.

What is Lautus Wealth Advisory, LLC's email format?

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Lautus Wealth Advisory, LLC's email format typically follows the pattern of First@lautuswealth.com. Find more Lautus Wealth Advisory, LLC email formats with LeadIQ.
Lautus Wealth Advisory, LLC logo

Lautus Wealth Advisory, LLC

Financial ServicesMichigan, United States1 Employees

Lautus Wealth Advisory, LLC operates in the financial services sector, focusing on wealth management and comprehensive financial planning for affluent individuals and small business owners. Its service scope encompasses retirement planning, investment and asset allocation, college savings, risk management, tax and estate planning, stock option strategies, and retirement income planning, providing a holistic approach to managing wealth and financial goals. Based in Troy, Michigan, the firm positions itself to serve high-net-worth individuals and business owners seeking integrated financial guidance. The company emphasizes independent advisory services with a relationship to Cambridge Investment Research affiliates for securities and advisory offerings, while maintaining that Lautus Wealth Advisory and Cambridge are not affiliated. The organization is described as a small operation, aligned with a standards-based financial services framework typical of broker-dealer and registered investment adviser structures.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Lautus Wealth Advisory, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Lautus Wealth Advisory, LLC's revenue is estimated to be in the range of $1M$10M

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