LAUREATE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$121,931,019
Discretionary
$84,093,340
Non-discretionary
$37,837,679
Firm details
- CRD number
- 172519
- SEC file number
- 801-136080
- Main office
- GLEN ELLYN, IL, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTPS://WWW.LAUREATE-WEALTH.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.