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Laureate Wealth Management, LLC

Headquartered in GLEN ELLYN, IL

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Firm Information

Laureate Wealth Management, LLC is an investment advisor with approximately $80 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Laureate Wealth Management serves high-net-worth individuals, pooled investment vehicles, and other individuals.

Laureate Wealth Management, LLC

$80.02M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

LAUREATE WEALTH MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

WHEATON, IL

location

GLEN ELLYN, IL

Advisors at Laureate Wealth Management, LLC

View All 4 Advisors
Unclaimed
Patrick Ryan O'Connell

RA

GLEN ELLYN, IL

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Jeremiah Scott Boynton

CFP®, RA

GLEN ELLYN, IL

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Unclaimed
Zachary Todd Lindquist

RA

GLEN ELLYN, IL

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Unclaimed
Lindsey Rae Feyereisen

CFP®, RA

GLEN ELLYN, IL

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Disclosures

There are no public disclosures for Laureate Wealth Management, LLC.

Frequently Asked Questions (11)

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