TAIKO PRIVATE WEALTH
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $514.8M |
| Discretionary | $333.9M65% of AUM |
| Non-Discretionary | $180.9M |
| Client Accounts | 58 |
| Avg Account Size | $8.9M |
| Employees | 3 |
| Peak AUM | $599.7MMar 2025 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $515M | 14.2% | — | — | |
| Discretionary AUM | $334M | ||||
Key Metrics
| Total AUM | $514.8M |
| Discretionary | $333.9M |
| Employees | 3 |
| Client Accounts | 58 |
| Client Range | 0 |
Contact & Location
Address
225 W RANDOLPH ST STE 3050
CHICAGO IL 60606
Phone
3123004781
Filing History
10 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$334M
64.9% of AUM
Non-Discretionary
$181M
35.1% of AUM
Disc. mix ▼ 12.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser