RIA Intelligence

LAUREATE WEALTH MANAGEMENT LLC

CRD #150751 SEC #801-70355 AUSTIN, TX 512-306-0800
SEC Registered
Total AUM
$30M
Discretionary
$0
Employees
5
Clients
0
Accounts
60

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 28, 2009
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BOYNTON, JEREMIAH, SCOTTIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
BOYNTON, JEREMIAH, SCOTTIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
BOYNTON, JEREMIAH, SCOTTIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Sep 28, 2009 REGISTERED

Notice Filings (1)

TX

Address

901 SOUTH MOPAC EXPRESSWAY
BARTON OAKS PLAZA V, SUITE 205
AUSTIN, TX 78746
United States
Phone: 512-306-0800