LAUREATE WEALTH MANAGEMENT, LLC

Overview

Laureate Wealth Management, LLC is an independent, individual-owned registered investment adviser that describes itself as a capital allocator serving both individual/family and institutional clients. The firm provides financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and pooled vehicles, and also engages in selection of other advisers. It charges a combination of percentage-of-AUM and fixed fees. Laureate does not identify as an active ESG investor and does not market itself as a multi-state adviser. The firm also acts in sponsor and manager roles for pooled vehicles (listed affiliations include other investment adviser and sponsor, general partner, and managing member of pooled investment vehicles), reflecting a willingness to serve as a principal in alternative-investment structures.

Assets & Accounts

Investments & Alternatives

Location & Offices