Adviser Profile
| As of Date | 05/01/2026 |
| Registration status | Registration Changed to LAUREATE WEALTH MANAGEMENT, LLC |
| ADV Location | GLEN ELLYN, IL, United States |
| Contact Info | 312 xxxxxxx |
| Websites |
| AUM* | 121,931,019 52% |
| of that, discretionary | 84,093,340 185% |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 1,042,145 72% |
| % High Net Worth | 85.00% 3% |
| SMA’s | No |
| Private Funds | 0 9 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1