Lake Street Private Wealth Email Format

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.

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