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- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Delta
- Established Date
- 05-16-2018
- Office Locations
- 2
Office Locations
About Lake Street
Lake Street Private Wealth is an independent, SEC-registered RIA based in Chicago’s West Loop, founded in 2017 by former Merrill advisors. The firm provides conflict-free wealth management and holistic planning for emerging and high-net-worth individuals, families and institutions nationwide, with portfolios commonly implemented using ETFs and mutual funds. Its Advisor Alliance offers a support platform for other independent advisors.
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Accredited Investors
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Owner & Executives
JUSTIN MICHAEL TERZO
Chief Investment Officer, Managing Partner, Private Wealth Advisor
- CRD
- #5716648
- Ownership
- 75% or more
JOSEPH DAVID STOCK
Chief Compliance Officer, Managing Partner
- CRD
- #5816404
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
ANUJ DAVE GROVER
Private Wealth Advisor
- CRD
- #4199595
RICHARD S O'HARA
--
- CRD
- #5570125
Alpha atlas
Atlas unison element
- CRD
- #33282
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,030,355,372 | $515,435 |
| Non-Discretionary | $128,320,770 | $9,870,828 |
| Total | $1,158,676,142 | $575,883 |
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Separately Managed Accounts
Total SMA Asset: $1,158,676,142
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $151,220,230 | 18.5% |
| Public Funds | $35,965,893 | 4.4% |
| Cash | $149,585,417 | 18.3% |
| Corporate - Investment Grade | $69,479,565 | 8.5% |
| Municipal Bonds | $125,063,217 | 15.3% |
| Private Funds | $134,054,690 | 16.4% |
| U.S. Government/Agency | $152,037,637 | 18.6% |
| Total | $817,406,649 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER BRIDGE | PATHWAY RADIAL | 79ODOZ0J6 | UWHLE | 9.13% | $2,867,972 |
| VECTOR VERTEX | VALUE ATLAS | JFHH7Q3LX | OZNQJ | 3.77% | $93,649,698 |
| HARBOR FOUNDATION | CATALYST QUANTUM | RAQ2NOJMV | HPTBI | 2.48% | $113,729,701 |
| BRIDGE VITAL | CATALYST WAVE | 863HOPL10 | HYCP | 0.88% | $50,101,202 |
| VECTOR PRIME VALUE | DELTA MOMENTUM | E3GGOL48F | TAHO | 7.03% | $70,789,193 |
| BRIDGE FOCUS PEAK | OPTIMA GLACIER | EOJU2WECO | PAY | 8.20% | $70,939,356 |
| PRIME QUANTUM WAVE | CAPITAL INSIGHT | K0TMANHHD | HXML | 3.14% | $14,188,508 |
| SUMMIT MERIDIAN | DELTA ZENITH | WQNIWPR2M | ALM | 3.73% | $59,166,490 |