Laureate Wealth Management, LLC
Laureate Wealth Management, LLC is an SEC-registered wealth manager with $121.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Laureate Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172519, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $121.9M (2026-05-01)
- Firm type
- Wealth Manager
- Employees
- 6
- Clients
- 39
- CRD
- 172519
- Ownership
- SADZEWICZ, GERY, JOSEPH; SCHEIDEMAN, RUSSELL, JAY; BOYNTON, JEREMIAH, SCOTT
How much AUM does Laureate Wealth Management, LLC have?
Laureate Wealth Management, LLC reported $121.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns Laureate Wealth Management, LLC?
Disclosed owners and executives of Laureate Wealth Management, LLC include SADZEWICZ, GERY, JOSEPH, SCHEIDEMAN, RUSSELL, JAY, BOYNTON, JEREMIAH, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.