Lake Street Private Wealth Employee Directory

Q: What is Lake Street Private Wealth known for?

Lake Street Private Wealth was founded in 2017. Lake Street Private Wealth operates in the Investment Management industry.

Q: How many employees does Lake Street Private Wealth have currently?

Lake Street Private Wealth has approximately 11 employees.

Investment ManagementIllinois, United States11-50 Employees

Lake Street is an SEC Registered Investment Adviser and full-service independent wealth management firm. Established in 2017 by former Merrill advisors, we address the needs of emerging and high-net-worth individuals, their families and institutions throughout the United States.

We founded our firm on the underlying principle that we could best serve our clients as independent advisors who can consistently deliver unbiased, comprehensive financial and investment advice utilizing a modern approach to wealth management. A distinguishing characteristic of our approach is that we view the client-advisor relationship as a close-knit partnership designed solely for the success and benefit of each of our clients. We strive to forge deep, trusting relationships, supported through consistent and transparent communication. This bespoke experience is a hallmark of Lake Street.

As evidence of our commitment to independence, we formed the Advisor Alliance to offer financial advisors a comprehensive support platform, free of corporate edicts and bureaucracy. The Advisor Alliance enables independent advisors to do what they do best: work with their clients.

Find Lake Street Private Wealth employees' phone numbers or email addresses

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

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. The company's main headquarters is located in 128 North May Street, Floor 2; 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 11 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Lake Street Private Wealth's key employees include:

Special Event Specialist: S. M.

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