# TAIKO PRIVATE WEALTH

TAIKO PRIVATE WEALTH of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 329909
- Type: SEC-registered investment adviser
- SEC file number: 801-129742
- Location: 225 W RANDOLPH ST STE 3050, CHICAGO, IL, 60606
- Phone: 3123004781
- Latest filing: 2026-05-06
- Regulatory AUM: $514.8M
- Discretionary AUM: $333.9M
- Non-discretionary AUM: $180.9M
- Clients: 3
- Accounts: 58

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Phillip John Kosmala | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Joseph David Taiber | MANAGING MEMBER | — |
| KOSMALA PHILLIP JOHN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| TAIBER JOSEPH DAVID | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329909/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329909/similar
- Related entities: https://search.stillhousedata.com/firm/329909/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329909

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.