Company Overview
Company Name
Lake Street Private Wealth
Address
128 N May St Fl 2, Chicago, IL, 60607, United States
Website
lakest.comPhone
(312) 766-7040Approx. Annual Revenue
$2.6M
Employees
12
Established
2006
About Lake Street Private Wealth
Lake Street is an SEC Registered Investment Adviser and full-service independent wealth management firm headquartered in Chicago's West Loop neighborhood. Established in 2017 by former Merrill advisors, the company serves emerging and high-net-worth individuals, their families, and institutions throughout the United States, providing unbiased, comprehensive financial and investment advice.
Business Profile
Read from the Lake Street Private Wealth website on Oct 13, 2026. Hover an item to see the exact wording it came from.
Licenses, certifications & awards
- SEC Registered Investment AdviserIndustry certified
About the website
- Website quality (AI-assessed)
- 8/10 · Current copyright notice; Complete service descriptions
- Footer copyright year
- 2023
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Frequently Asked Questions about Lake Street Private Wealth
Categories
Social Profiles
Key Decision Makers
Justin Terzo Managing Partner