Overview

Laureate Wealth Management focuses on $5 to $25 million net worth clients utilizing an "outsourced family office approach" to investing/asset allocating. We are looking to potentially grow this focus by acquisition thru the use of Succession Link.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...