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Building 2LAUREATE WEALTH MANAGEMENT, LLC

Map pinGLEN ELLYN, IL
Phone312-300-6765
NotebookSEC #801-136080
Total AUM
$121.9M
Employees
6
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
460 N. MAIN STREET
SUITE 304
GLEN ELLYN
IL 60137
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
312-300-6765
Other Offices
3

ReceiptFinancials

Total AUM
$121.9M
Accounts
117
Discretionary
$84.1M
Accounts
82
Non-Discretionary
$37.8M
Accounts
35

ContactClients

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Individual Clients
1
AUM
$20.9K
HNW Individual Clients
34
AUM
$107.6M
Pooled Vehicle Clients
5
AUM
$14.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMNTNTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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