Taiko Private Wealth
● SEC registered since 2024CRD 329909SEC# 801-129742Chicago, IL
Reg. AUM
$514.8M
Employees
3
Accounts
58
Location
Chicago, IL
Taiko Private Wealth assets under management
Taiko Private Wealth is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2024. It reports $514.8 million in regulatory assets under management and employs 3 people.
Taiko Private Wealth owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph David Taiber Control | Managing Member | 50-75% | 2024 |
| Phillip John Kosmala Control | Managing Member And Chief Compliance Officer | 50-75% | 2024 |
Frequently asked questions
How much does Taiko Private Wealth manage?
Taiko Private Wealth reports $514.8 million in regulatory assets under management on its Form ADV.
How many employees does Taiko Private Wealth have?
Taiko Private Wealth reports 3 employees.
Where is Taiko Private Wealth located?
Taiko Private Wealth is based in Chicago, IL and has been SEC-registered since 2024.
Does Taiko Private Wealth disclose fund performance?
Taiko Private Wealth is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 225 W Randolph St Ste 3050, Chicago, IL 60606 |
| Phone | 3123004781 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$514.8M▼ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$514.8Mregulatory AUM
Discretionary $333.9MNon-discretionary $180.9M