Laureate Wealth Management, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 172519
· SEC file 801-136080
· Glen Ellyn, IL
· WWW.LAUREATE-WEALTH.COM
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ADV data as of May 01, 2026
- Regulatory AUM
- $122M
- Discretionary
- $84.1M
- Clients
- 39
- Avg AUM / client
- $3.1M
- Accounts
- 117
- Employees
- 6
AUM over time
$122M
$122M
Dec 2025
May 2026
Annual snapshots from Form ADV filings · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $20.9K | 0.02% |
| High net worth individuals | 34 | $108M | 88.3% |
| Pooled investment vehicles (non-investment companies) | 5 | $14.3M | 11.7% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gery Joseph Sadzewicz | Registered representative | Sep 2014 (12y) | ||
| Jeremiah Scott Boynton | Registered representative | CFP | Sep 2014 (12y) | |
| Lindsey Rae Feyereisen | Registered representative | CFP | Jun 2016 (10y) | |
| Patrick Ryan O'connell | Registered representative | May 2020 (6y) | ||
| Zachary Todd Lindquist | Registered representative | Mar 2021 (5y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 2.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $25.9M (21% of AUM) May 2026
- Inspira Financial $6.1M (5% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗