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| Lake Street Private Wealth LLC
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|---|---|
| CRD # | 296761 |
| SEC # | 801-113228 |
| CIK # | 0001772031 |
| AUM | 1,158.7 M (2026-03-23) |
| Employees | 9 (67% Investors, 11% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-766-7040 |
| Address | 128 N May Street Chicago, IL 60607 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001772031 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 40.1 | ||
| Nvidia Corp | 38.1 | ||
| Graniteshares Gold Trust | 18.8 | ||
| Microsoft Corp | 15.8 | ||
| Amazon Com Inc | 14.9 | ||
| Alphabet Inc | 11.8 | ||
| Alphabet Inc | 10.5 | ||
| Goldman Sachs Group Inc | 9.2 | ||
| Chevron Corp | 9.2 | ||
| J P Morgan Chase & Co | 9.0 | ||
| Palantir Technologies Inc | 8.3 | ||
| Costco Wholesale Corp /NEW | 8.1 | ||
| Facebook Inc | 7.9 | ||
| AbbVie Inc | 7.6 | ||
| Cohen & Steers Quality Income Realty Fund Inc | 7.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 304 | 93.0 |
| (b) Individuals (high net worth individuals) | 294 | 920.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 134.4 |
| (h) Charitable organizations | 0 | 4.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 6.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,012 | 1,158.7 |
| By Discretionary | ||
| Discretionary | 1,999 | 1,030.4 |
| Non-Discretionary | 13 | 128.3 |
| Total | 2,012 | 1,158.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,158.7 | |
| Total | 2,012 | 1,158.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001772031] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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