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Taiko Private Wealth

● SEC registered since 2024CRD 329909SEC# 801-129742Chicago, IL
Export (members)
Reg. AUM
$599.7M
Employees
3
Accounts
69
Location
Chicago, IL

Taiko Private Wealth assets under management

Taiko Private Wealth is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2024. It reports $599.7 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Taiko Private Wealth owners & executives

2 reported
NameTitleOwnershipSince
Joseph David Taiber ControlManaging Member50-75%2024
Phillip John Kosmala ControlManaging Member And Chief Compliance Officer50-75%2024

Frequently asked questions

How much does Taiko Private Wealth manage?

Taiko Private Wealth reports $599.7 million in regulatory assets under management on its Form ADV.

How many employees does Taiko Private Wealth have?

Taiko Private Wealth reports 3 employees.

Where is Taiko Private Wealth located?

Taiko Private Wealth is based in Chicago, IL and has been SEC-registered since 2024.

Does Taiko Private Wealth disclose fund performance?

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

Contact & registration

Address225 W Randolph St Ste 3050, Chicago, IL 60606
Phone3123004781
Office hours9a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$461.7M
Non-discretionary$138M
Total (RAUM)$599.7M