LAKE STREET PRIVATE WEALTH, LLC
Legal name: LAKE STREET
CRD #296761 SEC #801-113228 CHICAGO, IL 312-766 7040
SEC Registered
Total AUM
$961.8M
Discretionary
$819.2M
Employees
8
Clients
10
Accounts
1,595
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $961.8M | $819.2M | $142.6M | 8 | 0 |
| Feb 2025 | $961.8M | $819.2M | $142.6M | 8 | 0 |
| Feb 2024 | $1B | $946.5M | $54.3M | 11 | 0 |
| Feb 2024 | $1B | $946.5M | $54.3M | 11 | 0 |
| Mar 2023 | $796.4M | $755.3M | $41M | 11 | 0 |
| May 2022 | $880.8M | $825.7M | $55.1M | 10 | 0 |
| Jan 2022 | $880.8M | $825.7M | $55.1M | 10 | 0 |
| Jan 2022 | $509.8M | $478.6M | $31.2M | 6 | 0 |
| Feb 2021 | $509.8M | $478.6M | $31.2M | 6 | 0 |
| Jul 2020 | $375.7M | $356.7M | $19M | 6 | 0 |
| Jun 2020 | $375.7M | $356.7M | $19M | 6 | 0 |
| Jun 2020 | $375.7M | $356.7M | $19M | 6 | 0 |
| Jan 2020 | $375.7M | $356.7M | $19M | 6 | 0 |
| Dec 2019 | $302.1M | $285.4M | $16.8M | 5 | 0 |
| May 2019 | $302.1M | $285.4M | $16.8M | 5 | 0 |
| Apr 2019 | $265.8M | $250.9M | $14.9M | 5 | 0 |
| Feb 2019 | $232.4M | $218.7M | $13.7M | 4 | 0 |
| Jul 2018 | $160.9M | $148.2M | $12.7M | 3 | 0 |
| May 2018 | $0 | $0 | $0 | 3 | 0 |
| May 2018 | $0 | $0 | $0 | 3 | 0 |
| Apr 2018 | $0 | $0 | $0 | 3 | 0 |
DateJun 2025
Total AUM$961.8M
Discretionary$819.2M
Non-Disc.$142.6M
Employees8
Clients0
DateFeb 2025
Total AUM$961.8M
Discretionary$819.2M
Non-Disc.$142.6M
Employees8
Clients0
DateFeb 2024
Total AUM$1B
Discretionary$946.5M
Non-Disc.$54.3M
Employees11
Clients0
DateFeb 2024
Total AUM$1B
Discretionary$946.5M
Non-Disc.$54.3M
Employees11
Clients0
DateMar 2023
Total AUM$796.4M
Discretionary$755.3M
Non-Disc.$41M
Employees11
Clients0
DateMay 2022
Total AUM$880.8M
Discretionary$825.7M
Non-Disc.$55.1M
Employees10
Clients0
DateJan 2022
Total AUM$880.8M
Discretionary$825.7M
Non-Disc.$55.1M
Employees10
Clients0
DateJan 2022
Total AUM$509.8M
Discretionary$478.6M
Non-Disc.$31.2M
Employees6
Clients0
DateFeb 2021
Total AUM$509.8M
Discretionary$478.6M
Non-Disc.$31.2M
Employees6
Clients0
DateJul 2020
Total AUM$375.7M
Discretionary$356.7M
Non-Disc.$19M
Employees6
Clients0
DateJun 2020
Total AUM$375.7M
Discretionary$356.7M
Non-Disc.$19M
Employees6
Clients0
DateJun 2020
Total AUM$375.7M
Discretionary$356.7M
Non-Disc.$19M
Employees6
Clients0
DateJan 2020
Total AUM$375.7M
Discretionary$356.7M
Non-Disc.$19M
Employees6
Clients0
DateDec 2019
Total AUM$302.1M
Discretionary$285.4M
Non-Disc.$16.8M
Employees5
Clients0
DateMay 2019
Total AUM$302.1M
Discretionary$285.4M
Non-Disc.$16.8M
Employees5
Clients0
DateApr 2019
Total AUM$265.8M
Discretionary$250.9M
Non-Disc.$14.9M
Employees5
Clients0
DateFeb 2019
Total AUM$232.4M
Discretionary$218.7M
Non-Disc.$13.7M
Employees4
Clients0
DateJul 2018
Total AUM$160.9M
Discretionary$148.2M
Non-Disc.$12.7M
Employees3
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0