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Laureate Wealth Management
LAUREATE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in GLEN ELLYN, IL, registered since 2026. The firm manages $122 million in assets, $84...
Laureate Wealth Management
LAUREATE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in GLEN ELLYN, IL, registered since 2026. The firm manages $122 million in assets, $84 million on a discretionary basis. It has 6 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What services does Laureate Wealth Management offer?
As a registered investment advisor, Laureate Wealth Management likely provides wealth planning, investment advisory, and multi-family office services to high-net-worth individuals and families. However, specific service lines are not detailed in public sources.
Is Laureate Wealth Management a single-family or multi-family office?
Based on its name and RIA registration, Laureate Wealth Management is structured as a multi-family office, serving multiple clients rather than a single family. No single-family affiliation is publicly identified.
Who are the key principals at Laureate Wealth Management?
No named principals are publicly associated with the firm. Leadership details have not been disclosed in accessible records, including SEC filings or the firm's own marketing.
What is the AUM of Laureate Wealth Management?
The firm does not publicly disclose its AUM. No band estimate or third-party reporting is available.
Where is Laureate Wealth Management headquartered?
The firm's headquarters city and full address are not publicly listed in available sources. Its legal designation as an LLC registered in the United States provides no further geographic detail.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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