{"url":"https://nivawealth.com/firms/laureate-wealth-management-172519","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/172519","regulatoryAum":121931019,"crd":"172519","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4313911","suffix":null,"lastName":"BOYNTON","firstName":"JEREMIAH","middleName":"SCOTT"},{"crd":"6652829","suffix":null,"lastName":"FEYEREISEN","firstName":"LINDSEY","middleName":"RAE"},{"crd":"7344494","suffix":null,"lastName":"LINDQUIST","firstName":"ZACHARY","middleName":"TODD"},{"crd":"7250822","suffix":null,"lastName":"O'CONNELL","firstName":"PATRICK","middleName":"RYAN"},{"crd":"1090963","suffix":null,"lastName":"SADZEWICZ","firstName":"GERY","middleName":"JOSEPH"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136080","legalName":"Laureate Wealth Management, LLC","displayName":"Laureate Wealth Management","slug":"laureate-wealth-management-172519","website":"https://laureate-wealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/172519/45d9658e82f8749d-r1.webp","tone":"dark","width":362,"height":200,"sourceUrl":"https://www.laureate-wealth.com","sourceLabel":"Laureate Wealth Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/laureate-wealth/","founded":null,"organization":"Illinois limited liability company","fiscalYearEnd":"December","headquarters":{"street":"460 N. 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Main Street, Suite 304","city":"Glen Ellyn","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"312-300-6765","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":11},{"label":"Securities issued by registered investment companies or business development companies","percent":5},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":70},{"label":"Cash and cash equivalents","percent":13}],"privateFunds":5},"sources":{"adv1FilingDate":"1 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/172519/PDF/172519.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1033527","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Laureate Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Laureate Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Laureate Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Laureate Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Laureate Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Laureate Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Laureate Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Laureate Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Laureate Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 1 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}