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LAKE STREET PRIVATE WEALTH, LLC

Doing business as LAKE STREET. SEC Form ADV profile.

Total regulatory AUM
$1,158,676,142
Discretionary
$1,030,355,372
Non-discretionary
$128,320,770

Firm details

CRD number
296761
SEC file number
801-113228
Main office
CHICAGO, IL, United States
Employees
9
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.