Lake Elmo, MN Office

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.