# Laureate Wealth Management, LLC

> Laureate Wealth Management, LLC is an SEC-registered investment advisory firm in Glen Ellyn, IL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 1, 2026.

- CRD: 172519
- Filed as: LAUREATE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Glen Ellyn, IL
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172519
- AdvisorCensus page: https://advisorcensus.com/firm/laureate-wealth-management-llc-glen-ellyn-il-172519

## Quick answers

**How is Laureate Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Laureate Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Laureate Wealth Management, LLC located?**
Laureate Wealth Management, LLC's principal office is in Glen Ellyn, IL, according to its Form ADV.

**Is Laureate Wealth Management, LLC registered with the SEC or a state?**
Laureate Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 172519.

**How much does Laureate Wealth Management, LLC manage?**
Laureate Wealth Management, LLC reports $121,931,019 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (69% discretionary).

**What types of clients does Laureate Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (34); pooled investment vehicles (other than investment companies and business development companies) (5).

**Which custodians does Laureate Wealth Management, LLC use?**
Laureate Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Inspira Financial as custodians holding 10% or more of its separately managed account assets.

**Does Laureate Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172519

**What changed in Laureate Wealth Management, LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in MN, TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Inspira Financial

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $121,931,019
- Discretionary: $84,093,340
- Non-discretionary: $37,837,679

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $20,899 |
| High net worth individuals | 34 | $107,631,510 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $14,278,610 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, MN, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- laureate-capital.com
- laureate-wealth.com
- pure-crypto.com
- LinkedIn @JEREMY-BOYNTON-B4AA5ABB
- LinkedIn @laureate-wealth

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in MN, TN.

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Laureate Wealth Management, LLC (CRD 172519): Form ADV filing data as of October 2026.