GLEN ELLYN, ILCRD 172519Registration Status: ApprovedEffective since April 29, 2026Latest ADV May 1, 2026
Laureate Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Glen Ellyn, IL. Its latest Form ADV filing, dated May 1, 2026, reports $122M in regulatory assets under management, 6 employees, 3 offices, and 117 accounts.
Assets Under Management
$122M
Employees
6
Offices
3 offices
Total Clients
39
Primary office
GLEN ELLYN, IL
460 N. MAIN STREET, SUITE 304, GLEN ELLYN, IL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 87.2% of total clients.
Top client categories% of clientsClients
1
HNWI
87.2%
34
2
Pooled Investment Vehicles
12.8%
5
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$122Mas of May 1, 2026
Discretionary69.0%
$84M
69% of total RAUM69.0%
Non-discretionary31.0%
$38M
31% of total RAUM31.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$122M
Total Accounts117
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee7:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.