Investment adviser · CRD 172519
LAUREATE WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
GLEN ELLYN, IL, United States · Form ADV filed May 1, 2026
- Regulatory AUM
- $122M Form ADV · Item 5.F
- Client accounts
- 117 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 34 | $107,631,510 | 88.3% |
| Pooled investment vehicles | 5 | $14,278,610 | 11.7% |
| Individuals | Fewer than 5 | $20,899 | 0.0% |
Filing source
Form ADV 2101365 · May 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
LCM STILL AUSTIN SERIES C, LLCOther Private Fund · Last reported May 1, 2026$5.83MGross asset value
Form D fundraising filings
LCM Still Austin Series C, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
Fund details & source
- Fund ID
- 805-6390330782
- Reported beneficial owners
- 39
- Minimum commitment
- $5K
- Form D file number
- 021-393978
Form ADV 2101365 · May 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LWM VERIDIS FEEDER FUND I, LLCHedge Fund · Last reported May 1, 2026$984KGross asset value
Feeder funds
- VERIDIS, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
Fund details & source
- Fund ID
- 805-8009994926
- Reported beneficial owners
- 12
- Minimum commitment
- $50K
Form ADV 2101365 · May 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: May 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
460 N. MAIN STREET, SUITE 304GLEN ELLYN, IL, 60137, United States
CRD 172519
Filing source
Form ADV 2101365 · May 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.