Laureate Wealth Management, LLC: new SEC registration, $122M AUM, Glen Ellyn, IL
Laureate Wealth Management, LLC (Glen Ellyn, Illinois): new SEC registration, $122M AUM, Glen Ellyn, IL. Its amount of 122 is below the median of 134 (42nd percentile). Dated 189 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 122 · 42th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 56 related IL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Laureate Wealth Management, LLC |
| Legal name | Laureate Wealth Management, LLC |
| CRD | 172519 |
| Status | Approved |
| Registered with the SEC | 2026-04-29 |
| Latest Form ADV filing | 2026-05-01 |
| Location | Glen Ellyn, IL, United States |
| Regulatory AUM | $121,931,019 |
| Accounts | 117 |
| Employees | 6 |
| Website | HTTPS://WWW.LAUREATE-WEALTH.COM |
| amount percentile | 42th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (57 IL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-29
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (IL first): Old Mission Asset Management LLC · Invision Management, INC. · Cohen Capital · Intentgen Financial Partners · Bulletproof Capital, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Laureate Wealth Management, LLC and 57 Illinois peers
- Illinois NewRiaPulse records like this one: 57
- Laureate Wealth Management, LLC's amount: 42nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Illinois peer: $11,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $122M under management.
- Website on file.
What is the NewRiaPulse record for Laureate Wealth Management, LLC in Glen Ellyn, Illinois?
Laureate Wealth Management, LLC received SEC registration as an investment adviser (2026-04-29) with $121,931,019 in regulatory assets under management, based in Glen Ellyn, IL.
How does Laureate Wealth Management, LLC compare to other Illinois NewRiaPulse records?
Its amount of 122 is below the median (42th percentile); smaller records often move faster and face less competition. It is 189 days old; check the official source for later updates before acting.
Laureate Wealth Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Laureate Wealth Management, LLC | Glen Ellyn, IL | 122 | 42nd | 2026-04-29 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Illinois NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.