Laureate Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year. The firm advises 5 private funds.
Laureate Wealth Management reports 39 clients. They include 34 high-net-worth individuals and 5 pooled investment vehicles. Of its assets, 69.0% ($84.1M across 82 accounts) are managed with discretion; $37.8M across 35 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | <1% |
| High-net-worth individuals | 87% | 88% |
| Pooled investment vehicles | 13% | 12% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $20.9K | 0.0% | — |
| High-net-worth individuals | 34 | $108M | 88.3% | $3.17M |
| Pooled investment vehicles | 5 | $14.3M | 11.7% | $2.86M |
| Total | 39 | $122M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $20.9K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 34
- Regulatory AUM
- $108M
- AUM share
- 88.3%
- Avg. per client
- $3.17M
- Clients
- 5
- Regulatory AUM
- $14.3M
- AUM share
- 11.7%
- Avg. per client
- $2.86M
Total
- Clients
- 39
- Regulatory AUM
- $122M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 5
- Financial planning clients last fiscal year
- 26–50
Laureate Wealth Management charges 0.60%–1.00% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Family Office Services
- Family office services are a fixed annual fee set by the scope and complexity of the engagement, typically $25,000 to $75,000 a year.
Jeremiah Boynton owns 75% or more of Laureate Wealth Management. The leadership team of Laureate Wealth Management includes Chief Compliance Officer Gery Sadzewicz. It has 6 employees, 4 of them in advisory roles.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Laureate Wealth Management, LLC
Jeremiah Boynton
Control person · since July 2014
- Owns 5% to 10% of Laureate Wealth Management, LLC
Russell Scheideman
since April 2016
Besides its headquarters, Laureate Wealth Management has 3 offices (3 private residences, listed without an address), with 1 listed address in 1 state.
Illinois · 1 listed address
- 460 N. Main Street, Suite 304, Glen EllynHQ
Contact and registration details
- Legal name
- Laureate Wealth Management, LLC
- Headquarters
- 460 N. Main Street, Suite 304, Glen Ellyn, IL 60137
- Website
- laureate-wealth.com
- Phone
- 312-300-6765
- @laureate-wealth
- SEC file
- 801-136080
- Structure
- Illinois LLC
- Fiscal year end
- December
Laureate Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($25.9M, 81%) and Inspira Financial ($6.05M, 19%). Laureate Wealth Management has custody of $14.3M for 5 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $25.9M81%
- Inspira FinancialInspira Financial · Oak Brook, IL · $6.05M19%
At year end, Laureate Wealth Management’s separately managed accounts were mostly in funds (75%) and cash (13%).
What the accounts hold
- Stocks11%
- Funds75%
- Pooled vehicles70%
- Registered funds5%
- Cash13%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Laureate Wealth Management have?
Laureate Wealth Management has 39 clients and manages $122 million for them, as of May 2026. They include 34 high-net-worth individuals and 5 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 May 2026
What services does Laureate Wealth Management offer?
Laureate Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Laureate Wealth Management charge?
Laureate Wealth Management charges 0.60%–1.00% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Source: LAUREATE WEALTH MANAGEMENT PART 2A, filed 30 March 2026
Which custodians does Laureate Wealth Management use?
Laureate Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $25.9M and Inspira Financial (Oak Brook, IL), with $6.05M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 May 2026
How many financial advisors does Laureate Wealth Management have?
Laureate Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Laureate Wealth Management invest in?
At the end of its last fiscal year, Laureate Wealth Management’s separately managed accounts held 70% pooled vehicles (private funds and similar), 13% cash and equivalents, 11% exchange-traded equities and 5% registered funds (mutual funds, ETFs, BDCs). It advises 5 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Laureate Wealth Management?
Laureate Wealth Management’s direct owners are Jeremiah Boynton (75% or more) and Russell Scheideman (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 May 2026
How does Laureate Wealth Management get paid?
Laureate Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Laureate Wealth Management?
Laureate Wealth Management’s main office is at 460 N. Main Street, Suite 304, Glen Ellyn, IL 60137. Its phone number is 312-300-6765. Its website is laureate-wealth.com.