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TAIKO PRIVATE WEALTH
CRD 329909 · SEC 801-129742
225 W RANDOLPH ST STE 3050, CHICAGO, IL, 60606, United States
Phone
3123004781
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$514.8M
Discretionary AUM
$333.9M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $190.6M |
| High net worth individuals | 30 | $324.2M |
States served
CA, IL, WI, TX, FL
Official SEC filing: View on IAPD