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LAUREATE WEALTH MANAGEMENT, LLC
CRD 172519 · SEC 801-136080
460 N. MAIN STREET, SUITE 304, GLEN ELLYN, IL, 60137, United States
Phone
312-300-6765
Fax
312-300-6764
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$121.9M
Discretionary AUM
$84.1M
Team
6 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 34 | $107.6M |
| Pooled investment vehicles | 5 | $14.3M |
States served
IL, MN, TN, TX
All web addresses on file
Official SEC filing: View on IAPD