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Lake Street Private Wealth, LLC

● SEC registered since 2018CRD 296761SEC# 801-113228Chicago, IL
Export (members)
Reg. AUM
$961.8M
Employees
8
Accounts
1,595
Location
Chicago, IL

Lake Street Private Wealth, LLC assets under management

Lake Street Private Wealth, LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2018. It reports $961.8 million in regulatory assets under management and employs 8 people.
www.clarity-fg.comView on SEC.gov ↗

Lake Street Private Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Joseph David Stock ControlChief Compliance Officer10-25%2018
Justin Michael Terzo ControlChief Investment OfficerOver 75%2018

Frequently asked questions

How much does Lake Street Private Wealth, LLC manage?

Lake Street Private Wealth, LLC reports $961.8 million in regulatory assets under management on its Form ADV.

How many employees does Lake Street Private Wealth, LLC have?

Lake Street Private Wealth, LLC reports 8 employees.

Where is Lake Street Private Wealth, LLC located?

Lake Street Private Wealth, LLC is based in Chicago, IL and has been SEC-registered since 2018.

Does Lake Street Private Wealth, LLC disclose fund performance?

Lake Street Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address128 N. May Street, Floor 2, Chicago, IL 60607
Phone312-766 7040
Fax312-275-7601
Office hours5-Aug
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$819.2M
Non-discretionary$142.6M
Total (RAUM)$961.8M