LAUREATE WEALTH MANAGEMENT, LLC

LAUREATE WEALTH MANAGEMENT, LLC of GLEN ELLYN, IL is an SEC-registered investment adviser (CRD 172519). Regulatory assets under management: $121.9M.

Registration

• CRD: 172519
• SEC file number: 801-136080
• Type: Registered investment adviser
• Location: 460 N. MAIN STREET, SUITE 304, GLEN ELLYN, IL, 60137
• Phone: 312-300-6765
• Latest filing: 2026-05-01
• Regulatory AUM: $121.9M
• Discretionary AUM: $84.1M
• Non-discretionary AUM: $37.8M
• Clients: 6
• Accounts: 117

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Investment cos.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172519 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search