Lake Street Private Wealth, LLC
● SEC registered since 2018CRD 296761SEC# 801-113228Chicago, IL
Reg. AUM
$1.16B
Employees
9
Accounts
2,012
Location
Chicago, IL
Lake Street Private Wealth, LLC assets under management
Lake Street Private Wealth, LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2018. It reports $1.2 billion in regulatory assets under management and employs 9 people.
Lake Street Private Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph David Stock Control | Managing Partner, Chief Compliance Officer | 10-25% | 2018 |
| Justin Michael Terzo Control | Managing Partner, Chief Investment Officer | Over 75% | 2018 |
Frequently asked questions
How much does Lake Street Private Wealth, LLC manage?
Lake Street Private Wealth, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Lake Street Private Wealth, LLC have?
Lake Street Private Wealth, LLC reports 9 employees.
Where is Lake Street Private Wealth, LLC located?
Lake Street Private Wealth, LLC is based in Chicago, IL and has been SEC-registered since 2018.
Does Lake Street Private Wealth, LLC disclose fund performance?
Lake Street Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 128 N. May Street, Floor 2, Chicago, IL 60607 |
| Phone | 312-766 7040 |
| Fax | 312-275-7601 |
| Office hours | 8-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.16B▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.16Bregulatory AUM
Discretionary $1.03BNon-discretionary $128.3M