Wealth manager, independent · Glen Ellyn, IL
Laureate Wealth Management, LLC
SEC-registered investment adviser · CRD 172519 · SEC 801-136080
At a glance
Laureate Wealth Management, LLC is an SEC-registered investment adviser based in Glen Ellyn, Illinois, with $122 million in regulatory assets under management as of its Form ADV filed May 1, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 34 individual clients. By Form ADV it is a wealth manager, ranked 7,646th of 8,915 wealth managers and 14,645th of 17,210 SEC-registered advisers by assets.
Main office 312-300-6765laureate-wealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $122M
- Rank among wealth managers
- #7,646 of 8,915
- Rank among all SEC RIAs
- #14,645 of 17,210
- Rank in Illinois
- #620 of 684
- Individual clients
- 34
- High-net-worth clients
- 34
- Accounts
- 117
- Discretionary
- 69% of AUM
- Employees
- 6
- Advisory staff
- 4
- Offices
- 4
Owners and executives on its Form ADV
- Jeremiah S. BoyntonManaging Member
- Gery J. SadzewiczChief Compliance Officer
- Russell J. ScheidemanMember
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 34 | $108M | 88% |
| Pooled investment vehicles | 5 | $14M | 12% |
| Individuals | – | $0M | <1% |
Private funds
Laureate Wealth Management, LLC reports 5 private funds with $14M in gross assets: hedge funds, private equity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Laureate Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗laureate-wealth.com ↗
AtlasMembers
The full record on Laureate Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 4,819 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Laureate Wealth Management, LLC manage?
Laureate Wealth Management, LLC reports $122 million in regulatory assets under management across 117 accounts, 69% of it on a discretionary basis, on its Form ADV filed May 1, 2026.
What kind of firm is Laureate Wealth Management, LLC?
Laureate Wealth Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Laureate Wealth Management, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($108 million, 34 clients); pooled investment vehicles ($14 million, 5 clients); individuals ($20,899).
Does Laureate Wealth Management, LLC manage private funds?
Yes. It reports 5 private funds with $14 million in gross assets, including hedge funds, private equity funds, other private funds.
Does Laureate Wealth Management, LLC have any disciplinary history?
Laureate Wealth Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Laureate Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →