Laureate Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$107,652,409
Clients
34
Advisors
4
across 3 offices
About
Laureate Wealth Management advises individuals (including high‑net‑worth clients), trusts, corporations, partnerships and retirement plans, offering portfolio management, financial planning and family‑office coordination. The firm also provides private fund management and acts as investment adviser to pooled investment vehicles alongside its individual account services.
The firm uses a strategic asset‑allocation process and creates tailored investment policy statements, monitoring portfolios and providing periodic performance reporting and rebalancing. While Laureate commonly manages accounts on a discretionary basis, it also manages a material portion of client assets on a non‑discretionary basis and obtains client approval before executing trades in those accounts.
Laureate is notable among similarly sized advisory teams for its sponsored and affiliated pooled‑vehicle activity: an affiliated manager serves as managing member of multiple feeder and series funds for which the firm provides advisory and fund management services, and the firm maintains affiliated exempt‑reporting advisers. Managing approximately $121.9 million in total AUM (including about $84.1 million discretionary and $37.8 million non‑discretionary), the firm’s combined individual and pooled‑vehicle exposure and affiliate relationships distinguish its business model from most peers and give rise to the conflicts and disclosures described in its brochure.
Client services
Expertise
Occupation focus
Fee options
Family Office Services fees typically range from $25,000 to $75,000 annually, negotiated per engagement
$0 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.75% $5,000,000+: 0.60%
Performance-based fees may be charged by affiliated pooled investment vehicles; negotiated separately
Account minimum: $1,000,000 Minimum fee: Minimum fee implied by $1,000,000 minimum account at 1.00% annual fee equals $10,000 Fee-only: Portfolio management fees based on AUM tiers; Family Office Services charged fixed fees between $25,000 and $75,000 annually
Main office
See office460 N. Main Street, Suite 304
Glen Ellyn IL 60137
Advisors at this office
2
Offices (3)
Most active in
Illinois · Minnesota · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeremiah B
CFP®, Series 63, Series 66
Glen Ellyn, IL
Laureate Wealth Management, LLC
Jeremiah Boynton is a CFP®-designated financial advisor with 23 years of industry experience, currently serving at Laureate Wealth Management, LLC since 2014. He holds securities licenses Series 63 and Series 66. Outside of his advisory role, Mr. Boynton is the majority owner of Laureate Capital Management, LLC and Laureate Capital Real Estate Investments, LLC, which manage various private equity, hedge fund, and real estate projects. He also serves on the Board of Directors for Still Austin, a bourbon distillery in Austin, Texas. Laureate Wealth Management provides investment advisory, portfolio management, financial planning, estate planning, and family office coordination for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a strategic asset allocation process that includes individual securities, mutual funds, ETFs, separate account managers, and alternative investments, and is notable for its involvement with pooled investment vehicles and affiliated fund activities.
Patrick O
Series 65
Nashville, TN
Laureate Wealth Management, LLC
Patrick O'Connell is a financial advisor at Laureate Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Laureate Wealth Management since 2020. Prior to this, he was employed at The Home Depot and Wheaton College. Laureate Wealth Management offers investment advisory, portfolio management, financial planning, estate planning, and family office coordination services to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a strategic asset allocation approach and is involved with pooled investment vehicles and affiliated fund activity.
Lindsey F
CFP®, Series 65
Glen Ellyn, IL
Laureate Wealth Management, LLC
Lindsey Feyereisen is a CFP® and holds a Series 65 license, with nine years of industry experience. She has been with Laureate Wealth Management, LLC since 2014. Laureate Wealth Management provides investment advisory, financial planning, estate planning, and family office coordination services to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm uses a strategic asset allocation process that includes various investment vehicles and manages both discretionary and non-discretionary accounts, with notable involvement in pooled investment vehicles and affiliated fund activities.
Zachary L
Series 65
Lake Elmo, MN
Laureate Wealth Management, LLC
Zachary Lindquist is a financial advisor at Laureate Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Laureate Wealth Management since 2021. Lindquist is also the Director of Operations for Pure Crypto, LP and Pure Crypto II, private fund-of-funds vehicles. Laureate Wealth Management provides investment advisory, portfolio management, financial planning, estate planning, and family office coordination to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a strategic asset allocation approach that includes individual securities, mutual funds, ETFs, separate account managers, and alternative investments, and manages both discretionary and non-discretionary accounts.
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