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LAUREATE WEALTH MANAGEMENT, LLC

GLEN ELLYN, IL · CRD 172519 · IAPD ↗ · laureate-wealth.com · 312-300-6765

$121.9MRegulatory AUM
4Advisory reps
6Employees
0Clients
26-50Planning clients
5Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
June 2026 — LAUREATE WEALTH MANAGEMENT, LLC notice-filed in MN, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
June 2026 — LAUREATE WEALTH MANAGEMENT, LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
May 2026 — LAUREATE WEALTH MANAGEMENT, LLC (GLEN ELLYN, IL) is newly SEC-registered with $121.9M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.