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None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lauer Wealth invest in?","answer":"At the end of its last fiscal year, Lauer Wealth’s separately managed accounts held 91% exchange-traded equities, 5% cash and equivalents, 1% U.S. government and agency bonds, 1% investment grade corporate bonds, 1% derivatives and 1% registered funds (mutual funds, ETFs, BDCs).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lauer Wealth?","answer":"Lauer Wealth’s direct owner is John Lauer (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 25 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lauer Wealth get paid?","answer":"Lauer Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. 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