LAUREATE WEALTH MANAGEMENT, LLC

CRD

172519

SEC file #

801-136080

EIN

000000000

DBA names

—

Economics

AUM

$121.9M

AUM band

$100M-$500M

AUM trajectory

—

Client mix

Individuals High Net Worth	34
Pooled Investment Vehicles	5

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

—

Primary office

GLEN ELLYN IL

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

laureate-wealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BOYNTON, JEREMIAH, SCOTT

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

BOYNTON, JEREMIAH, SCOTT

SCHEIDEMAN, RUSSELL, JAY

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

LAUREATE-WEALTH.COM

Rdap Domain Creation Date

2009-01-23T19:46:52Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001291380

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2004-05-20

Edgar Last Filing Date

2017-02-22

Edgar Form D Count

Edgar Form D Offerings

2017-02-222017-02-22 · 0001013594-17-000201

2016-02-222016-02-22 · 0001013594-16-000820

Edgar Former Names

Providence MBS Offshore Fund, Ltd.

Providence MBS Offshore Fund Ltd

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.4612

Soi Zip Pct 200k Plus

0.2478

Soi Zip Returns 200k Plus

4,600

Soi Zip Total AGI

3,594,963

Fdic Zip Total Deposits

32,004,059,000

Fdic Zip Branch Count

499

Fdic Zip Top Banks

U.S. Bank National Association

JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

500 EXCHANGE STREETSUITE 1200PROVIDENCE, RI 02903

Business

500 EXCHANGE STREETSUITE 1200PROVIDENCE, RI 02903

Edgar EIN

000000000

Edgar Recent Filings

D2017-02-22 · 0001013594-17-000201

D/A2016-02-22 · 0001013594-16-000820

Fdic Zip Branches Raw

First Colonial Bank of DuPage CountyGlendale Heights, IL

Bell Federal Savings and Loan AssociationGlen Ellyn, IL

Fdic Zip HHI

679.76

Fdic Zip Top Bank Share Pct

14.88

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2029-01-23T19:46:52Z

Rdap Domain Last Changed

2022-09-05T18:30:47Z

Rdap Nameservers

Ns75.domaincontrol.comNs76.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	40,726
Returns	3,890

Stub 2

AGI	93,795
Returns	2,530

Stub 3

AGI	124,836
Returns	2,020

Soi Zip Total Business Income

82,910

Soi Zip Total Cap Gains

370,069

Soi Zip Total Dividends

115,959

Soi Zip Total Returns

18,560

Top Owner CRD

4313911

Trust Company Affiliate