Data / Investment advisers / Illinois / Laureate Wealth Management, LLC
Laureate Wealth Management, LLC, Glen Ellyn, IL: $122 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Laureate Wealth Management, LLC is an SEC registered investment adviser with its main office in Glen Ellyn, Illinois and reports $122 million in regulatory assets under management in its Form ADV filed May 1, 2026. Its clients include high net worth individuals, pooled investment vehicles and individuals. It is paid through a percentage of assets under management and fixed fees. It advises 5 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 172519
- SEC file number
- 801-136080
- SEC status
- Approved, effective April 29, 2026
- Main office
- 460 N. Main Street Suite 304, Glen Ellyn, IL 60137
- Phone
- (312) 300-6765
- Website
- laureate-wealth.com
- Regulatory AUM
- $121,931,019 in the Form ADV filed May 1, 2026
- Discretionary AUM
- $84,093,340
- Non discretionary AUM
- $37,837,679
- Accounts
- 117
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 5: 2 hedge funds, 2 private equity funds, 1 other private fund
- Gross assets of private funds
- $14,278,610
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 34 | $107.6 million |
| Pooled investment vehicles | 5 | $14.3 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $20,899 |
Other advisers in Illinois
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Oak Ridge Investments, LLC | Chicago | $1.70 billion | Not listed | adviserinfo.sec.gov |
| Rothschild Wealth LLC | Oakbrook | $1.70 billion | 2 | adviserinfo.sec.gov |
| Clearwater Capital Partners | Hoffman Estates | $1.68 billion | Not listed | adviserinfo.sec.gov |
| Advyzon Investment Management, LLC | Lisle | $1.68 billion | Not listed | adviserinfo.sec.gov |
| Muller & Monroe Asset Management,Llc | Chicago | $1.67 billion | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Illinois
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Laureate Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.