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Glen Ellyn, IL Office

Team
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Laureate Wealth Management, LLC logo

Laureate Wealth Management, LLC

Supported

Firm-wide stats for Laureate Wealth Management, LLC

Total advisors

4

Across 3 offices

Clients per advisor

9 Very Low

Avg AUM per client

$3,166,247 Very High

HNW client ratio

100% Very High

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.

Based on Laureate Wealth Management, LLC

Expertise

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Family Business

Based on Laureate Wealth Management, LLC

Occupation focus

Executive Founder/Business Owner

Based on Laureate Wealth Management, LLC

Location

460 N. Main Street, Suite 304

Glen Ellyn IL 60137

Advisors at this office

2

Advisors at this office

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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.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Family Business Executive Founder/Business Owner
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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.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Family Business Executive Founder/Business Owner
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