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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 2, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| STOCK, JOSEPH, D | I | CHIEF COMPLIANCE OFFICER | D | Control |
| STOCK, JOSEPH, D | I | CHIEF COMPLIANCE OFFICER | D | Control |
| STOCK, JOSEPH, D | I | CHIEF COMPLIANCE OFFICER | D | Control |
| STOCK, JOSEPH, D | I | CHIEF COMPLIANCE OFFICER | D | Control |
| STOCK, JOSEPH, D | I | CHIEF COMPLIANCE OFFICER | D | Control |
| STOCK, JOSEPH, D | I | CHIEF COMPLIANCE OFFICER | D | Control |
| STOCK, JOSEPH, D | I | CHIEF COMPLIANCE OFFICER | D | Control |
| STOCK, JOSEPH, D | I | CHIEF COMPLIANCE OFFICER | D | Control |
| STOCK, JOSEPH, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| STOCK, JOSEPH, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| STOCK, JOSEPH, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| STOCK, JOSEPH, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| STOCK, JOSEPH, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| STOCK, JOSEPH, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| STOCK, JOSEPH, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| STOCK, JOSEPH, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| STOCK, JOSEPH, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| STOCK, JOSEPH, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| STOCK, JOSEPH, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| STOCK, JOSEPH, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| STOCK, JOSEPH, DAVID | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | B | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | B | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | B | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | B | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | B | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | B | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | B | Control |
| TERZO, JUSTIN, MICHAEL | I | CHIEF INVESTMENT OFFICER | B | Control |
Registrations
Federal
IA
Jun 2, 2025 REGISTERED
Notice Filings (16)
CA FL GA IL IN KY MA MI MN MO NC NV OH PA TX WI
Address
128 N. MAY STREETFLOOR 2
CHICAGO, IL 60607
United States
Phone: 312-766 7040