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LAKE STREET

LAKE STREET PRIVATE WEALTH, LLC

CRD 296761 · SEC 801-113228

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128 N. MAY STREET, FLOOR 2, CHICAGO, IL, 60607, United States

Phone

312-766 7040

Fax

312-275-7601

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.16B

Discretionary AUM

$1.03B

Team

9 total employees; 6 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingERISA SECTION 3(21) CO-FIDUCIARY SERVICES

Client types

TypeClientsAUM
Individuals304$93.0M
High net worth individuals294$920.0M
Pension/profit sharing plans15$134.4M

States served

CA, GA, IL, IN, KY, LA, MA, MI, MN, NE, NV, NC, OH, PA, WI, MO, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD