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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOSMALA, PHILLIP, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| KOSMALA, PHILLIP, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| KOSMALA, PHILLIP, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| KOSMALA, PHILLIP, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| KOSMALA, PHILLIP, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| KOSMALA, PHILLIP, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| KOSMALA, PHILLIP, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| KOSMALA, PHILLIP, JOHN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| TAIBER, JOSEPH, DAVID | I | MANAGING MEMBER | D | Control |
| TAIBER, JOSEPH, DAVID | I | MANAGING MEMBER | D | Control |
| TAIBER, JOSEPH, DAVID | I | MANAGING MEMBER | D | Control |
| TAIBER, JOSEPH, DAVID | I | MANAGING MEMBER | D | Control |
| TAIBER, JOSEPH, DAVID | I | MANAGING MEMBER | D | Control |
| TAIBER, JOSEPH, DAVID | I | MANAGING MEMBER | D | Control |
| TAIBER, JOSEPH, DAVID | I | MANAGING MEMBER | D | Control |
| TAIBER, JOSEPH, DAVID | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
May 1, 2025 REGISTERED
Notice Filings (5)
CA FL IL TX WI
Address
225 W RANDOLPH ST STE 3050CHICAGO, IL 60606
United States
Phone: 3123004781