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$514.8M Total AUM
$333.9M Disc. AUM
-- 3Y CAGR
3 Employees
55 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-26-2024
- Office Locations
- 1
Office Locations
225 W Randolph ST STE 3050 Chicago IL
About Taiko Private Wealth
Taiko Private Wealth is a Chicago-based RIA. The firm has been operating for 2 years. Managing $514.8M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
52 AVG AGE
$171.6M AVG AUM / ADVISOR
$9.4M AVG AUM / CLIENT
2.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PHILLIP JOHN KOSMALA
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #5164417
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JOSEPH DAVID TAIBER
Associate, Managing Member
- CRD
- #3141513
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $333,919,324 | $6,071,260 |
| Non-Discretionary | $180,878,030 | $60,292,677 |
| Total | $514,797,354 | $8,875,816 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q3 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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