Insights

Boutique growth Small team size and localized Chesterton base indicate potential for highly personalized wealth management services and targeted outreach to nearby high-net-worth individuals and local professionals.

Tech leverage Utilizes multiple platforms (Store Vantage, Wix, WordPress, Google Cloud) which suggests readiness for digital onboarding, client portal enhancements, and scalable online financial planning tools to attract and retain clients.

Service expansion Portfolio and tax driven planning offerings open doors to cross-sell integrated financial planning, retirement, estate, and business planning services to existing as well as prospective clients seeking holistic solutions.

Mid-market positioning Revenue in the lower mid-range with potential to pursue mid-market growth through strategic partnerships or white-label solutions with larger advisory platforms seeking specialized boutique firms.

Growth opportunities Limited workforce suggests scalability needs; potential sales focus on adopting practice management, compliance automation, and client experience tools to support growth without proportionally increasing headcount.

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 September 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 September 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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