Overview
Assets Under Management: $962 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 270
Average Client Assets: $3 million
Frequently Asked Questions
LAKE STREET PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #296761), LAKE STREET PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
LAKE STREET PRIVATE WEALTH, LLC is headquartered in CHICAGO, IL.
LAKE STREET PRIVATE WEALTH, LLC serves 270 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, LAKE STREET PRIVATE WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
LAKE STREET PRIVATE WEALTH, LLC manages $962 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, LAKE STREET PRIVATE WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 270
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.18
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,595
Discretionary Accounts: 1,581
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 296761
Last Filing Date: 2025-02-20 00:00:00
Website: https://lakest.com