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Laureate Wealth Management, LLC

Laureate Wealth Management, LLC. CRD 172519

Laureate Wealth Management, LLC logo

CRD: 172519

Laureate Wealth Management, LLC

Glen Ellyn, IL, 60137
3123006765
laureate-wealth.com
$121.9M Total AUM
$84.1M Disc. AUM
-- 3Y CAGR
6 Employees
39 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Inspira Financial Trust · LLC · Millennium Trust
Clients
Retail and Institutional
Platforms
Summit alphaVector
Established Date
09-22-2014
Office Locations
4

Office Locations

460 N. Main Street Suite 304 Glen Ellyn IL
-- Lake Elmo MN
-- Nashville TN

About Laureate Wealth Management, LLC

Laureate Wealth Management advises families and investors with a private-markets-first approach, building long-horizon portfolios that pair traditional markets with real estate, private equity, venture, and private credit. The team supports investment advising and financial planning and emphasizes hands-on sourcing and diligence. Laureate invests alongside clients and is affiliated with Laureate Capital Management (litigation finance/real estate) and Pure Crypto (digital assets).

Team overview

27 AVG AGE
$30.5M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
9.3 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
11yrs Firm Age

Insights

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Accredited Investors

Timber prime

Asset Classes

Catalyst pathway Horizon Timber Wave Alpha insight Catalyst North crest Wave Atlas Radial glacier Harbor meridian

Custodian

Meridian delta Bridge

Investment Themes

Value catalyst

Investment Vehicles

Capital vertex Insight

Platform

Glacier

Services

Insight fusion Eagle glacier Summit Foundation Bridge Vertex bridge Frontier foundation

Technology

Capital foundation Foundation

Owner & Executives

J

JEREMIAH SCOTT BOYNTON

Chief Compliance Officer, Manager, Managing Member

CRD
#4313911
Ownership
75% or more
(957) 815-9199
element.focus@vitalcapital.com
in linkedin.com/in/quantum-vital
R

RUSSELL JAY SCHEIDEMAN

--

CRD
--
Ownership
5% but less than 10%
(393) 304-4467
unison.focus@eaglecapital.com
in linkedin.com/in/capital-vertex
B

Bridge summit

Peak insight

CRD
#18407
Ownership
32.8%
(214) 593-8701
ridge.bridge@vitalcapital.com
in linkedin.com/in/capital-frontier

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Contacts

L

LINDSEY RAE FEYEREISEN

--

CRD
#6652829
(699) 376-9830
legacy.unison@zenithcapital.com
in linkedin.com/in/beacon-harbor
Z

ZACHARY TODD LINDQUIST

Investor Relations, Operations Manager

CRD
#7344494
(728) 253-4871
value.vertex@frontiercapital.com
in linkedin.com/in/north-pathway
Z

Zenith insight

Fusion alpha momentum

CRD
#77955
(701) 564-2661
prime.beacon@atlascapital.com
in linkedin.com/in/horizon-delta

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-01-2026
Category Assets AVG. Account size
Discretionary $84,093,340 $1,025,529
Non-Discretionary $37,837,679 $1,081,077
Total $121,931,019 $1,042,145

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Separately Managed Accounts

Total SMA Asset: $107,652,409

$107.7M Total SMA
Private Funds:
28.3%
Cash:
21.4%
Equity - Exchange:
35.1%
Public Funds:
15.2%
Asset class Assets Assets %
Private Funds $1,192,573,908 28.3%
Cash $901,805,005 21.4%
Equity - Exchange $1,479,128,770 35.1%
Public Funds $640,534,396 15.2%
Total $4,214,042,079 100.0%

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