Taiko Private Wealth
Taiko Private Wealth is an SEC-registered wealth manager in Chicago, IL with $514.8M assets under management (AUM, regulatory AUM), -14% over one year. See who owns Taiko Private Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329909, SEC 801-129742, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $514.8M (2026-05-06)
- Firm type
- Wealth Manager
- Location
- Chicago, IL
- Employees
- 3
- Clients
- 55
- CRD
- 329909
- Ownership
- KOSMALA, PHILLIP, JOHN; TAIBER, JOSEPH, DAVID
How much AUM does Taiko Private Wealth have?
Taiko Private Wealth reported $514.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Taiko Private Wealth?
Disclosed owners and executives of Taiko Private Wealth include KOSMALA, PHILLIP, JOHN, TAIBER, JOSEPH, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.