# Taiko Private Wealth

> Taiko Private Wealth is an SEC-registered investment advisory firm in Chicago, IL, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 6, 2026.

- CRD: 329909
- Filed as: TAIKO PRIVATE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329909
- AdvisorCensus page: https://advisorcensus.com/firm/taiko-private-wealth-chicago-il-329909

## Quick answers

**How is Taiko Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Taiko Private Wealth reports these compensation arrangements: a percentage of assets under its management.

**Where is Taiko Private Wealth located?**
Taiko Private Wealth's principal office is in Chicago, IL, according to its Form ADV.

**Is Taiko Private Wealth registered with the SEC or a state?**
Taiko Private Wealth is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329909.

**How much does Taiko Private Wealth manage?**
Taiko Private Wealth reports $514,797,354 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (65% discretionary).

**How have Taiko Private Wealth's assets and staff changed since 2024?**
In the Form ADV data for Taiko Private Wealth: Regulatory assets under management: $238,968,103 in the October 2024 data and $514,797,354 in the October 2026 data, up 115%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Taiko Private Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30); individuals (other than high net worth individuals) (25).

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

**Does Taiko Private Wealth 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/329909

**Does Taiko Private Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "A minimum aggregate portfolio size of $25,000; however, in certain circumstances the minimum portfolio size may be negotiable."

**What changed in Taiko Private Wealth's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $599,688,058 to $514,797,354 (-14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $25,000 (the brochure says it may be waived or negotiated)

> A minimum aggregate portfolio size of $25,000; however, in certain circumstances the minimum portfolio size may be negotiable.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

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: $514,797,354
- Discretionary: $333,919,324
- Non-discretionary: $180,878,030

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $190,576,738 |
| High net worth individuals | 30 | $324,220,616 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $238,968,103 | 3 | September 3, 2024 |
| October 2025 | $599,688,058 | 3 | May 1, 2025 |
| October 2026 | $514,797,354 | 3 | May 6, 2026 |

Regulatory assets under management: $238,968,103 in the October 2024 data and $514,797,354 in the October 2026 data, up 115%.
Total employees: 3 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $599,688,058 to $514,797,354 (-14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Taiko Private Wealth (CRD 329909): Form ADV filing data as of October 2026.