TAIKO PRIVATE WEALTH
CRD #329909 SEC #801-129742 CHICAGO, IL 3123004781
SEC Registered
Total AUM
$599.7M
Discretionary
$461.7M
Employees
3
Clients
0
Accounts
69
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $599.7M | $461.7M | $138M | 3 | 0 |
| Mar 2025 | $599.7M | $461.7M | $138M | 3 | 0 |
| Sep 2024 | $239M | $239M | $0 | 3 | 0 |
| Jun 2024 | $0 | $0 | $0 | 2 | 0 |
| Apr 2024 | $0 | $0 | $0 | 2 | 0 |
| Mar 2024 | $0 | $0 | $0 | 2 | 0 |
| Mar 2024 | $0 | $0 | $0 | 2 | 0 |
| Feb 2024 | $0 | $0 | $0 | 2 | 0 |
DateMay 2025
Total AUM$599.7M
Discretionary$461.7M
Non-Disc.$138M
Employees3
Clients0
DateMar 2025
Total AUM$599.7M
Discretionary$461.7M
Non-Disc.$138M
Employees3
Clients0
DateSep 2024
Total AUM$239M
Discretionary$239M
Non-Disc.$0
Employees3
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0