Where are Lake Street Private Wealth employees located globally?

Lake Street Private Wealth has employees across 1 continents and 1 countries including United States Of America.

How has Lake Street Private Wealth's team size changed over time?

Lake Street Private Wealth's team has remained stable from approximately 6 to 6 employees based on available data.

Lake Street Private Wealth Employee Directory

Investment ManagementIllinois, United States2-10 Employees

Lake Street Private Wealth operates as an independent wealth management firm and SEC-registered investment adviser based in Chicago, Illinois. Founded in 2017 by former Merrill advisors, the company serves emerging and high-net-worth individuals, their families, and institutions across the United States. It aims to deliver unbiased, comprehensive financial and investment guidance through a modern approach to wealth management, emphasizing a close, collaborative partnership between client and advisor.

A core feature of its model is independence, supported by the Advisor Alliance, a platform that lets independent advisors work with clients free of corporate mandates. The firm has earned external recognition in recent years, including inclusion among top investment advisory firms in 2025. It targets a national client base with a transparent, relationship-focused service approach.

Lake Street Private Wealth Global Highlights

North America
8

United States Of America
8

Lake Street Private Wealth's Leadership

S. M.
Special Event Specialist
Mobile Phone
Email

Lake Street Private Wealth Employee Metrics

100%

50%

2026

2025

Banking
Retail
Accounting
Administrative
Analytics
Other

Contact profiles from Lake Street Private Wealth

Name

Title

Contact Info

Location

Last Update

S. M.
Special Event Specialist
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Lake Street Private Wealth known for?

Lake Street Private Wealth was founded in 2017 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-312-579-****

. Explore Lake Street Private Wealth's company overview page for more information.

What is Lake Street Private Wealth's most common email format?

Lake Street Private Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lake Street Private Wealth email formats with LeadIQ.

How many employees does Lake Street Private Wealth have currently?

Lake Street Private Wealth has approximately 8 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Lake Street Private Wealth's key employees and leadership?

As of July 2026, Lake Street Private Wealth's key employees include:

Special Event Specialist: S. M.

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Lake Street Private Wealth Employee Directory

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