Lake Street Private Wealth
Investment Management • 
Chicago, Illinois, United States • 1-10 Employees
Company overview
| Headquarters | 128 N May Street, Floor 2, Chicago, IL 60607, US |
| Phone number | +13127667040 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Business Succession Planning, Portfolio Management, Financial Planning, Legacy Planning, Insurance & Risk Management, Employee Retirement Planning, Corporate Cash Management, Banking & Lending, Investment Consulting Services, Strategic Benefit Planning, Foundation Grant Administration |
| Founded | 2017 |
| Employees | 1-10 |
| Socials |
Key Contacts at Lake Street Private Wealth
Joseph Stock
Managing Partner | Director Of Retirement Planning
Amanda Hale
Director Of Client Service
Lake Street Private Wealth Email Formats
Lake Street Private Wealth uses 3 email formats. The most common is {last name} (e.g., doe@lakest.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{last name} | doe@lakest.com | 50% |
{first initial} | j@lakest.com | 33.3% |
{first initial}{last name} | jdoe@lakest.com | 16.7% |
About Lake Street Private Wealth
Lake Street is an SEC Registered Investment Adviser and full-service independent wealth management firm. Established in 2017 by former Merrill advisors, we address the needs of emerging and high-net-worth individuals, their families and institutions throughout the United States. We founded our firm on the underlying principle that we could best serve our clients as independent advisors who can consistently deliver unbiased, comprehensive financial and investment advice utilizing a modern approach to wealth management. A distinguishing characteristic of our approach is that we view the client-advisor relationship as a close-knit partnership designed solely for the success and benefit of each of our clients. We strive to forge deep, trusting relationships, supported through consistent and transparent communication. This bespoke experience is a hallmark of Lake Street. As evidence of our commitment to independence, we formed the Advisor Alliance to offer financial advisors a comprehensive support platform, free of corporate edicts and bureaucracy. The Advisor Alliance enables independent advisors to do what they do best: work with their clients.
Lake Street Private Wealth revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Lake Street Private Wealth has 2 employees across 1 departments.
Departments
Number of employees
Funding Data
Lake Street Private Wealth has never raised funding before.
Lake Street Private Wealth Tech Stack
Discover the technologies and tools that power Lake Street Private Wealth's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
Hosting
Miscellaneous
United Kingdom
Netherlands
Frequently asked questions
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