Laureate Wealth Management, LLC

Laureate Wealth Management, LLC (CRD# 172519) is a financial advisory firm headquartered in Glen Ellyn, IL. They manage $80,019,785 in 132 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
460 N. Main Street, Suite 304, Glen Ellyn, IL 60137
https://www.laureate-wealth.com
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $606,210
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Laureate Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jeremiah Boynton, financial advisor Glen Ellyn IL
Jeremiah S. Boynton
CRD#: 4313911
460 N. Main Street, Suite 304, Glen Ellyn, IL 60137

Jeremiah Boynton (CRD# 4313911) is an Investment Advisor Representative working at Laureate Wealth Management, LLC in Glen Ellyn, IL and has over 23 years of experience in the finance industry.

2
Lindsey Feyereisen, financial advisor Glen Ellyn IL
Lindsey R. Feyereisen
CRD#: 6652829
460 N. Main Street, Suite 304, Glen Ellyn, IL 60137

Lindsey Feyereisen (CRD# 6652829) is an Investment Advisor Representative working at Laureate Wealth Management, LLC in Glen Ellyn, IL and has over 7 years of experience in the finance industry.

3
Zachary Lindquist, financial advisor Glen Ellyn IL
Zachary T. Lindquist
CRD#: 7344494
460 N. Main Street, Suite 304, Glen Ellyn, IL 60137

Zachary Lindquist (CRD# 7344494) is an Investment Advisor Representative working at Laureate Wealth Management, LLC in Glen Ellyn, IL and has over 3 years of experience in the finance industry.

4
Patrick O'connell, financial advisor Glen Ellyn IL
Patrick R. O'connell
CRD#: 7250822
460 N. Main Street, Suite 304, Glen Ellyn, IL 60137

Patrick O'connell (CRD# 7250822) is an Investment Advisor Representative working at Laureate Wealth Management, LLC in Glen Ellyn, IL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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