Overview
Assets Under Management: $122 million
Headquarters: GLEN ELLYN, IL
High-Net-Worth Clients: 34
Average Client Assets: $3.2 million
Frequently Asked Questions
LAUREATE WEALTH MANAGEMENT, 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 #172519), LAUREATE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LAUREATE WEALTH MANAGEMENT, LLC is headquartered in GLEN ELLYN, IL.
LAUREATE WEALTH MANAGEMENT, LLC serves 34 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, LAUREATE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
LAUREATE WEALTH MANAGEMENT, LLC manages $122 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, LAUREATE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.27%
Average Client Assets: $3.2 million
Total Client Accounts: 117
Discretionary Accounts: 82
Non-Discretionary Accounts: 35
Regulatory Filings
CRD Number: 172519
Filing ID: 2089569
Last Filing Date: 2026-03-31 14:57:54