Taiko Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 31, 2026, reports $515M in regulatory assets under management, 3 employees, and 58 accounts.
Assets Under Management
$515M
Employees
3
Offices
--
Total Clients
55
Primary office
CHICAGO, IL
225 W RANDOLPH ST STE 3050, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.5% of total clients.
Top client categories% of clientsClients
1
HNWI
54.5%
30
2
Individuals
45.5%
25
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$515Mas of March 31, 2026
Discretionary64.9%
$334M
65% of total RAUM64.9%
Non-discretionary35.1%
$181M
35% of total RAUM35.1%
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$515M
Total Accounts58
10Y AUM Change+$515M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee18:1
10Y Employee Change+1 (+50.0%)
* 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.